AC
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 →Other Business Activities
Ann is a board member at State Bank of Chandler, attending board meetings and reviewing loans/board reports. This activity is not investment-related.
Employment History
Current Registrations
Northland Asset Management
May 2019 - Present · 6 yrs 8 mos
Northland Securities, INC. Broker
October 2002 - Present · 23 yrs 3 mos
Previous Registrations
Miller Johnson Steichen Kinnard, INC.Broker
June 2001 - October 2002 · 1 yr 4 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.