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Edina, MN Office

Team
Updated today

Client AUM

$142,562,794

Clients

697

Advisors

2

Of 5 advisors across 3 offices

Location

200 Southdale Center

Edina MN 55435

Advisors at this office

2

Advisors at this office

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Timothy M

Series 63, Series 65

Edina, MN

Star Capital Inc.

Timothy Merrill is a financial advisor at Star Capital Inc. with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Star Capital and Next Financial Group since 2014. In addition to his advisory role, Merrill operates a sole proprietorship providing life and health insurance solutions. Star Capital is a five-advisor team managing approximately 697 client relationships, offering investment management and consulting services to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm’s investment approach combines fundamental analysis, quantitative screening, and macroeconomic assessment within a process-driven framework focused on risk management and client objectives.

Active portfolio management Private / alternative investments
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Gregory N

CFP®, Series 63

Edina, MN

Star Capital Inc.

Gregory Nelson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Star Capital Inc. He has held roles at Strategic Asset Management, Peak Brokerage Services, and Strategic Retirement Solutions Inc. Nelson also owns and operates several related businesses, including an insurance agency and tax preparation services. Star Capital Inc. is a five-advisor team providing investment management and consulting to retail and high-net-worth individuals, retirement accounts, small businesses, and other advisers. The firm combines fundamental analysis, quantitative screening, and macroeconomic assessment in a process-driven approach, offering model portfolios and the actively managed Lyra Adaptive AI Strategy focused on clients with above-average risk tolerance.

Active portfolio management Private / alternative investments
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