James
Reynolds

Northland Securities, Inc

CRD#4408485
Investment Advisor
in Minneapolis, MN

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About this Advisor

James Reynolds is a financial advisor based in Minneapolis, Minnesota, working with Northland Securities, Inc. James has previously held a position at Northland Securities, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Florida, Illinois, Iowa, Minnesota, South Dakota, Texas, and Wisconsin. Currently, James is part of Northland Securities, Inc, which operates out of Minneapolis, Minnesota. The firm has 1 office and 19 employees. The firm manages assets totaling $236.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Northland Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

150 South Fifth Street Suite 3300
Minneapolis, MN 55402

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Northland Securities, Inc Brokerage Details

Total Assets Under Management

$236,673,858

MN Average: $5,289,111,388
Total Number of Employees

19

MN Average: 157
Total Number of Accounts

826

MN Average: 8,262
Average Account Size

$286,530

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

James Reynolds Work History

2002 - Present (22 years)

Northland Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Reynolds 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 Northland Asset Management

Griffin Ninnemann
Minneapolis, MN
Shawn Paulson
Minneapolis, MN
Kari Weber
Minneapolis, MN
Randy Ekenberg
Minneapolis, MN
Amy Novak
Minneapolis, MN
Matthew Schwarz
Minneapolis, MN
Lucas Wasylik
Milwaukee, WI
Susan Lang
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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