Sarah
Busch

Northstar Financial Management, Inc

CRD#7489015
Investment Advisor
in Moscow, ID

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About this Advisor

Sarah Busch is a financial advisor operating in Moscow, Idaho with a total of 1 year of relevant experience. Busch is on the advisory team at Northstar Financial Management, Inc. Their career trajectory has included roles at Northstar Financial Management, Inc, Schweitzer Engineering Laboratories, Inc, University Of Idaho, Palouse Early Learning Center and Unemployed/Full-Time Student. Busch has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Idaho. Northstar Financial Management, Inc is an advisory firm that has its headquarters in Moscow, ID. It has just four people on staff. It oversees $91 million in total assets among its 561 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Of its 561 customer accounts, just 11% are associated with high-net-worth clients who have at least $1 million in assets. Northstar Financial Management, Inc has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on which service is offered. Fees billed by Northstar Financial Management, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

110 South Main Street
Moscow, ID 83843-2806

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Northstar Financial Management, Inc Brokerage Details

Total Assets Under Management

$91,184,191

ID Average: $655,107,610
Total Number of Employees

4

ID Average: 12
Total Number of Accounts

561

ID Average: 770
Average Account Size

$162,539

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Sarah Busch Work History

Sarah has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Northstar Financial Management, Inc

2014 - 2021 (7 years)

Schweitzer Engineering Laboratories, Inc

2014 - 2014 (< 1 year)

University Of Idaho

2014 - 2014 (< 1 year)

Palouse Early Learning Center

2014 - 2014 (< 1 year)

Unemployed/Full-Time Student

2013 - 2014 (1 year)

Palouse Early Learning Center

2013 - 2013 (< 1 year)

University Of Idaho

*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 Sarah Busch 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 Management, Inc

Sarah Busch
Moscow, ID
Kaitlin Jones
Moscow, ID
Mark Mooring
Moscow, ID
Charlotte Jones
Moscow, ID

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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