Northern Capital Management, Inc.

Northern Capital Management, Inc. (CRD# 111379) is a financial advisory firm headquartered in Spokane, WA. They manage $340,167,135 in 1,745 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    1,745
    ACCOUNTS
  • Average Account Value
    $194,938
Compensation Options
  • A percentage of assets under your management
  • 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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, LA, MT, NE, OR, TX, WA

Financial Advisors at Northern Capital Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Molly J. Chase
CRD#: 4664622
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223

Molly Chase (CRD# 4664622) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 20 years of experience in the finance industry. Molly Chase 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
Laura E. Hail
CRD#: 5007827
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223

Laura Hail (CRD# 5007827) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 12 years of experience in the finance industry. Laura Hail 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.

3
David B. Holloway
CRD#: 4419768
1810 Schneidmiller Ave. Suite 340, Post Falls, ID 83854

David Holloway (CRD# 4419768) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Post Falls, ID and has over 22 years of experience in the finance industry. David Holloway 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.

4
Patrick D. Morgan
CRD#: 6793974
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223

Patrick Morgan (CRD# 6793974) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 5 years of experience in the finance industry. Patrick Morgan 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.

5
Laurie J. Silva
CRD#: 2710539
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223

Laurie Silva (CRD# 2710539) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 4 years of experience in the finance industry.

6
Michelle L. Warner
CRD#: 3042903
2700 S. Southeast Blvd Suite 205, Spokane, WA 99223

Michelle Warner (CRD# 3042903) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 18 years of experience in the finance industry.

7
James K. Wilson
CRD#: 1771833
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223

James Wilson (CRD# 1771833) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 36 years of experience in the finance industry. James Wilson 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.

8
Liam A. Gamble
CRD#: 6896748
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223

Liam Gamble (CRD# 6896748) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has over 6 years of experience in the finance industry.

9
Logan G. Jones
CRD#: 7793019
2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223

Logan Jones (CRD# 7793019) is an Investment Advisor Representative working at Northern Capital Management, Inc. in Spokane, WA and has 1 year of experience in the finance industry.

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