Northrock Partners, LLC

Northrock Partners, LLC (CRD# 167908) is a financial advisory firm headquartered in Minneapolis, MN. They manage $1,006,669,578 in 3,383 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,007
    MILLION
  • Total Number of Accounts
    3,383
    ACCOUNTS
  • Average Account Value
    $297,567
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • 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.

AZ, CA, CT, FL, IA, MA, MN, NY, TX, VI, WI

Financial Advisors at Northrock Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Robert D. Nelson
CRD#: 2363984
650 Third Avenue South, Suite 1500, Minneapolis, MN 55402
96
Wealthminder
score

Robert Nelson (CRD# 2363984) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.

2
Donwin S. Braun
CRD#: 4445899
650 Third Avenue South, Suite 1500, Minneapolis, MN 55402
93
Wealthminder
score

Donwin Braun (CRD# 4445899) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 15 years of experience in the finance industry.

3
Brent T. Field
CRD#: 4147327
650 Third Avenue South, Suite 1500, Minneapolis, MN 55402
93
Wealthminder
score

Brent Field (CRD# 4147327) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 16 years of experience in the finance industry.

4
Brian J. Kruse
CRD#: 5889039
650 Third Avenue South, Suite 1500, Minneapolis, MN 55402
90
Wealthminder
score

Brian Kruse (CRD# 5889039) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.

5
Dawn D. Jurkovich
CRD#: 4366566
650 Third Avenue South, Suite 1500, Minneapolis, MN 55402
86
Wealthminder
score

Dawn Jurkovich (CRD# 4366566) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 15 years of experience in the finance industry. Dawn Jurkovich 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.

6
James B. Lund
CRD#: 1576436
650 Third Avenue South, Suite 1500, Minneapolis, MN 55402
86
Wealthminder
score

James Lund (CRD# 1576436) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 30 years of experience in the finance industry. James Lund 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.

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