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
7760 France Avenue South, Suite 155, Bloomington, MN 55435
https://www.linkedin.com/in/nate-nyquist-2a7682203/
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    215
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MN, TX

Financial Advisors at Northstar Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Broom, financial advisor Bloomington MN
James M. Broom
CRD#: 2951595
7760 France Avenue South, Suite 155, Bloomington, MN 55435

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, financial advisor Bloomington MN
Nathaniel T. Nyquist
CRD#: 7365712
7760 France Avenue South, Suite 155, Bloomington, MN 55435

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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