Northrock Partners, LLC

Northrock Partners, LLC (CRD# 167908) is a financial advisory firm headquartered in Minneapolis, MN. They manage $3,265,785,526 in 7,083 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,266
    MILLION
  • Total Number of Accounts
    7,083
    ACCOUNTS
  • Average Account Value
    $461,074
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, CO, CT, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Northrock Partners, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Daniel E. Basinger
CRD#: 5767596
18-1 East Dundee Road, Building 1, Suite 100, Barrington, IL 60010

Daniel Basinger (CRD# 5767596) is an Investment Advisor Representative working at Northrock Partners, LLC in Barrington, IL and has over 10 years of experience in the finance industry.

2
Donwin S. Braun
CRD#: 4445899
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Donwin Braun (CRD# 4445899) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 20 years of experience in the finance industry.

3
Brent T. Field
CRD#: 4147327
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Brent Field (CRD# 4147327) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 21 years of experience in the finance industry.

4
Joshua R. Glorch
CRD#: 4502007
18-1 East Dundee Road, Building 1, Suite 100, Barrington, IL 60010

Joshua Glorch (CRD# 4502007) is an Investment Advisor Representative working at Northrock Partners, LLC in Barrington, IL and has over 19 years of experience in the finance industry.

5
Peter J. Hoff
CRD#: 6743652
218 Third Avenue East, Suite 102, Alexandria, MN 56308

Peter Hoff (CRD# 6743652) is an Investment Advisor Representative working at Northrock Partners, LLC in Alexandria, MN and has over 4 years of experience in the finance industry.

6
Shawn J. Jacobson
CRD#: 2178703
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Shawn Jacobson (CRD# 2178703) is an Investment Advisor Representative working at NorthRock Partners in Minneapolis , MN and has over 25 years of experience in the finance industry. Shawn Jacobson 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 putclients' interests first and comply with the Financial Planning Practice Standards.

7
Christopher W. Jasper
CRD#: 4663480
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Christopher Jasper (CRD# 4663480) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 18 years of experience in the finance industry. Christopher Jasper 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
Brian J. Kruse
CRD#: 5889039
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Brian Kruse (CRD# 5889039) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 10 years of experience in the finance industry.

9
James B. Lund
CRD#: 1576436
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

James Lund (CRD# 1576436) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 35 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.

10
Jed R. Magstadt
CRD#: 6046301
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Jed Magstadt (CRD# 6046301) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.