Northrock Partners, LLC

Northrock Partners, LLC (CRD# 167908) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,798,819,415 in 11,981 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,799
    MILLION
  • Total Number of Accounts
    11,981
    ACCOUNTS
  • Average Account Value
    $484,001
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Northrock Partners, LLC
Showing 11 - 20 of 38 top financial advisors.
11
Jared T. Lorts
CRD#: 4963825
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Jared Lorts (CRD# 4963825) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 18 years of experience in the finance industry.

12
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 37 years of experience in the finance industry.

13
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 7 years of experience in the finance industry.

14
Jason M. Mahn
CRD#: 7050649
4915 West Grande Market Drive, Appleton, WI 54913

Jason Mahn (CRD# 7050649) is an Investment Advisor Representative working at Northrock Partners, LLC in Appleton, WI and has over 5 years of experience in the finance industry.

15
Ryan Masterson
CRD#: 6176965
Issaquah, WA

Ryan Masterson (CRD# 6176965) is an Investment Advisor Representative working at Northrock Partners, LLC in Issaquah, WA and has over 10 years of experience in the finance industry.

16
Steven M. Minkoff
CRD#: 1979259
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Steven Minkoff (CRD# 1979259) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 33 years of experience in the finance industry.

17
Anthony D. Mlachnik
CRD#: 5745800
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Anthony Mlachnik (CRD# 5745800) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 13 years of experience in the finance industry.

18
Todd A. Moser
CRD#: 4645357
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Todd Moser (CRD# 4645357) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 20 years of experience in the finance industry.

19
Robert D. Nelson
CRD#: 2363984
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Robert Nelson (CRD# 2363984) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 30 years of experience in the finance industry.

20
Brent T. Putz
CRD#: 5132943
225 South Sixth Street, Suite 1400, Minneapolis, MN 55402

Brent Putz (CRD# 5132943) is an Investment Advisor Representative working at Northrock Partners, LLC in Minneapolis, MN and has over 16 years of experience in the finance industry.

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