Northland Asset Management

Northland Asset Management (CRD# 40258) is a financial advisory firm headquartered in Minneapolis, MN. They manage $102,730,441 in 290 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $354,243
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
  • Selection of other advisers (including private fund managers)
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.

CA, FL, IA, IL, MN, MO, NC, TN, TX, WI

Financial Advisors at Northland Asset Management
Showing 1 - 10 of 31 top financial advisors.
1
John W. Loebel
CRD#: 5918026
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
95
Wealthminder
score

John Loebel (CRD# 5918026) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 5 years of experience in the finance industry.

2
James R. Carlson
CRD#: 707997
2675 N Mayfair Rd, Suite 550, Milwaukee, WI 53226
93
Wealthminder
score

James Carlson (CRD# 707997) is an Investment Advisor Representative working at Northland Asset Management in Milwaukee, WI and has over 36 years of experience in the finance industry.

3
Adam B. Connors
CRD#: 4956073
4100 Macarthur Blvd, Suite 120, Newport Beach, CA 92660
93
Wealthminder
score

Adam Connors (CRD# 4956073) is an Investment Advisor Representative working at Northland Asset Management in Newport Beach, CA and has over 11 years of experience in the finance industry.

4
Stephen F. Duhr
CRD#: 2928362
2675 N Mayfair Rd, Suite 550, Milwaukee, WI 53226
93
Wealthminder
score

Stephen Duhr (CRD# 2928362) is an Investment Advisor Representative working at Northland Asset Management in Milwaukee, WI and has over 19 years of experience in the finance industry.

5
Robert A. Herje
CRD#: 1496687
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
93
Wealthminder
score

Robert Herje (CRD# 1496687) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 30 years of experience in the finance industry.

6
Stephen A. Isaacson
CRD#: 1442280
2675 N Mayfair Rd, Suite 550, Milwaukee, WI 53226
93
Wealthminder
score

Stephen Isaacson (CRD# 1442280) is an Investment Advisor Representative working at Northland Asset Management in Milwaukee, WI and has over 30 years of experience in the finance industry.

7
Elizabeth A. Janicek
CRD#: 714063
2675 N Mayfair Rd, Suite 550, Milwaukee, WI 53226
93
Wealthminder
score

Elizabeth Janicek (CRD# 714063) is an Investment Advisor Representative working at Northland Asset Management in Milwaukee, WI and has over 36 years of experience in the finance industry.

8
Jeffrey C. Lehrer
CRD#: 4491594
2675 N Mayfair Rd, Suite 550, Milwaukee, WI 53226
93
Wealthminder
score

Jeffrey Lehrer (CRD# 4491594) is an Investment Advisor Representative working at Northland Asset Management in Milwaukee, WI and has over 7 years of experience in the finance industry.

9
Barbara L. Miller
CRD#: 2570311
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
93
Wealthminder
score

Barbara Miller (CRD# 2570311) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 21 years of experience in the finance industry.

10
Jessica A. Moody
CRD#: 5471546
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
93
Wealthminder
score

Jessica Moody (CRD# 5471546) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 8 years of experience in the finance industry.

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