Northland Asset Management

Northland Asset Management (CRD# 40258) is a financial advisory firm headquartered in Minneapolis, MN. They manage $122,451,713 in 315 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $388,736
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
  • 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 33 top financial advisors.
1
John W. Loebel
CRD#: 5918026
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
98
Wealthminder
score

John Loebel (CRD# 5918026) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 6 years of experience in the finance industry.

2
Thomas M. Trebby
CRD#: 1362781
2675 N Mayfair Rd, Suite 550, Milwaukee, WI 53226
98
Wealthminder
score

Thomas Trebby (CRD# 1362781) is an Investment Advisor Representative working at Northland Asset Management in Milwaukee, WI and has over 32 years of experience in the finance industry.

3
Jeffrey J. Sams
CRD#: 4783981
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
96
Wealthminder
score

Jeffrey Sams (CRD# 4783981) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 13 years of experience in the finance industry.

4
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 37 years of experience in the finance industry.

5
Adam B. Connors
CRD#: 4956073
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
93
Wealthminder
score

Adam Connors (CRD# 4956073) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 12 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

7
Carl P. Goltermann
CRD#: 5809415
45 South 7th Street, 20th Floor, Minneapolis, MN 55402
93
Wealthminder
score

Carl Goltermann (CRD# 5809415) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 6 years of experience in the finance industry.

8
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 31 years of experience in the finance industry.

9
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 32 years of experience in the finance industry.

10
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 37 years of experience in the finance industry.

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