DW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
785 clients
Average Client Portfolio
$458K average
Assets Under Management
$359.9M
Fee Structure
Financial Planning:Investment management only
Northland Asset Management provides Advisory Research Services for a cash fee. There is no set fee schedule; fees are determined on a negotiated basis and invoiced in arrears. Fees are due upon receipt.
Areas of Practice
Investment Management
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Advisor Information
Office location
150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Northland Asset Management
January 2014 - Present · 12 yrs
Northland Securities, INC. Broker
September 2002 - Present · 23 yrs 4 mos
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
January 2001 - September 2002 · 1 yr 8 mos
Miller, Johnson & Kuehn, IncorporatedBroker
October 1997 - January 2001 · 3 yrs 3 mos
State Registrations20 states
AZCACOFLIAIDILMNMOMTNCNDNENMORSCSDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.