Northstar Wealth Management, Inc.
Northstar Wealth Management, Inc. (CRD# 306721) is a financial advisory firm headquartered in Bloomington, MN. They manage $66,816,540 in 215 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Northstar Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts215ACCOUNTS
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Average Account Value$310,775
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN, TX
Financial Advisors at Northstar Wealth Management, Inc.
1
James Broom (CRD# 2951595) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Bloomington, MN and has over 26 years of experience in the finance industry.
2
Nathaniel Nyquist (CRD# 7365712) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Bloomington, MN and has over 3 years of experience in the finance industry.
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