Truenorth, Inc.

Truenorth, Inc. (CRD# 112091) is a financial advisory firm headquartered in Wichita, KS. They manage $409,020,716 in 330 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    330
    ACCOUNTS
  • Average Account Value
    $1,239,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

CA, CO, IL, KS, TX

Financial Advisors at Truenorth, Inc.
Showing 1 - 10 of 18 top financial advisors.
1
Samantha K. Jenkins
CRD#: 3113351
1705 17th Street, Suite 100, Denver, CO 80202
96
Wealthminder
score

Samantha Jenkins (CRD# 3113351) is an Investment Advisor Representative working at Truenorth, Inc. in Denver, CO and has over 15 years of experience in the finance industry. Samantha Jenkins 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.

2
Susan L. Pool
CRD#: 3178683
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
96
Wealthminder
score

Susan Pool (CRD# 3178683) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 18 years of experience in the finance industry. Susan Pool 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.

3
Nancy P. Bowes
CRD#: 1476492
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
93
Wealthminder
score

Nancy Bowes (CRD# 1476492) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 9 years of experience in the finance industry.

4
Curtis W. Cooper
CRD#: 2183246
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
93
Wealthminder
score

Curtis Cooper (CRD# 2183246) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 26 years of experience in the finance industry.

5
Joyce A. Frailey
CRD#: 2908134
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
93
Wealthminder
score

Joyce Frailey (CRD# 2908134) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 16 years of experience in the finance industry.

6
Heather M. Haines
CRD#: 2516063
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
93
Wealthminder
score

Heather Haines (CRD# 2516063) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 19 years of experience in the finance industry.

7
Brian D. Heinke
CRD#: 2884109
1705 17th Street, Suite 100, Denver, CO 80202
93
Wealthminder
score

Brian Heinke (CRD# 2884109) is an Investment Advisor Representative working at Truenorth, Inc. in Denver, CO and has over 20 years of experience in the finance industry.

8
Richard W. Holt
CRD#: 2778485
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
93
Wealthminder
score

Richard Holt (CRD# 2778485) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 21 years of experience in the finance industry.

9
Margaret E. Hornbeck
CRD#: 1425460
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
93
Wealthminder
score

Margaret Hornbeck (CRD# 1425460) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 31 years of experience in the finance industry.

10
Christine Mies
CRD#: 2251790
8200 E. 32nd Street North Suite 100, Wichita, KS 67226
93
Wealthminder
score

Christine Mies (CRD# 2251790) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 20 years of experience in the finance industry.

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