Allen
Giese
Northstar Financial Planners, Inc
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About this Advisor
Allen Giese is a chartered financial consultant who works in Fort Lauderdale, Florida who has 19 years of relevant experience. Giese works at Northstar Financial Planners, Inc. During their career, the advisor has held roles at Kovack Securities, Inc and Northstar Financial Planners, Inc. Giese maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Louisiana and Texas. Northstar Financial Planners, Inc is a financial advisory firm that has its headquarters in Fort Lauderdale, FL. It handles $207 million in assets across its 825 client accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises two charities and foundations. Of its 825 accounts, 19% belong to high-net-worth clients who have more than $1 million in investable assets. Northstar Financial Planners, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which service is offered. Fee types billed by Northstar Financial Planners, Inc may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northstar Financial Planners, Inc Brokerage Details
$206,978,568
6
825
$250,883
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Allen Giese Work History
Allen has been registered as a financial advisor for 19 years.*
Kovack Securities, Inc
Northstar Financial Planners, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Allen Giese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northstar Financial Planners, Inc
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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