AN
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
December 2015 - Present · 10 yrs 1 mo
Northland Securities, INC. Broker
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Northland Asset Management
April 2013 - December 2015 · 2 yrs 8 mos
First National Capital Markets, INC.
June 2010 - March 2013 · 2 yrs 9 mos
First National Capital MarketsBroker
June 2010 - March 2013 · 2 yrs 9 mos
Primevest Financial Services, INC.
May 2010 - June 2010 · 1 mo
Primevest Financial Services, INC.Broker
March 2010 - June 2010 · 3 mos
State Registrations2 states
IAMN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.