JB
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 (1)
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Regulatory
May 2011Final
Employment History
Current Registrations
Northland Asset Management
January 2015 - Present · 11 yrs
Northland Securities, INC. Broker
August 2011 - Present · 14 yrs 5 mos
Northland Securities, INC.
August 2011 - Present · 14 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - July 2011 · 6 mos
Wells Fargo Advisors, LLC Broker
January 2011 - July 2011 · 6 mos
Wells Fargo Investments, LLC
September 2004 - January 2011 · 6 yrs 4 mos
Wells Fargo Brokerage Services, L.L.C.Broker
January 2001 - August 2002 · 1 yr 7 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Securities INC.Broker
November 1999 - May 2001 · 1 yr 6 mos
Wells Fargo Brokerage Services, L.L.C.Broker
November 1999 - December 2000 · 1 yr 1 mo
U.S. Bancorp Piper Jaffray INC. Broker
June 1985 - November 1999 · 14 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1978 - June 1985 · 7 yrs 1 mo
Kidder, Peabody & Co., IncorporatedBroker
February 1978 - May 1978 · 3 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
December 1968 - February 1978 · 9 yrs 2 mos
State Registrations15 states
AZCACOFLILMNNVNYPASCSDTXVTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.