North Star Advisory Group, LLC

North Star Advisory Group, LLC (CRD# 171694) is a financial advisory firm headquartered in Beachwood, OH. They manage $42,400,000 in 416 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $101,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at North Star Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Kangas
CRD#: 4545075
2000 Auburn Drive, Suite 415, Beachwood, OH 44122
96
Wealthminder
score

Mark Kangas (CRD# 4545075) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has over 14 years of experience in the finance industry. Mark Kangas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Erik S. Keister
CRD#: 4692161
2000 Auburn Drive, Suite 415, Beachwood, OH 44122
87
Wealthminder
score

Erik Keister (CRD# 4692161) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.

3
Jennifer A. Koces
CRD#: 3139668
2000 Auburn Drive, Suite 415, Beachwood, OH 44122
87
Wealthminder
score

Jennifer Koces (CRD# 3139668) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.

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