Kyle
Johnson

Northland Securities, Inc

CRD#6999651
Investment Advisor
in Minneapolis, MN

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About this Advisor

Kyle Johnson is a financial advisor operating in Minneapolis, Minnesota with 4 years of industry experience. Johnson is on the advisory team at Northland Securities, Inc. Over the course of their career, they have held roles at Northland Securities, Inc, Scott County, Mount Olivet Rolling Acres and Pics. Johnson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Illinois and Minnesota. Northland Securities, Inc is an advisory business based in Minneapolis, MN. The company has a total of 19 employees. It manages $203 million in assets under management across its 760 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 760 customer accounts, 47% are held by high-net-worth clients who have greater than $1 million in investable assets. Northland Securities, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually are based on which services are provided. However, fees billed by Northland Securities, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

150 South Fifth Street Suite 3300
Minneapolis, MN 55402

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Northland Securities, Inc Brokerage Details

Total Assets Under Management

$203,155,261

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

19

MN Average: 157
Total Number of Accounts

760

MN Average: 8,262
Average Account Size

$267,310

MN Average: $640,173

Investment Advisory Services

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

Kyle Johnson Work History

Kyle has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Northland Securities, Inc

2012 - Present (12 years)

Mount Olivet Rolling Acres

2016 - 2018 (2 years)

Scott County

2004 - 2016 (12 years)

Pics

*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 Kyle Johnson 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

Amy Novak
Minneapolis, MN
Matthew Schwarz
Minneapolis, MN
Lucas Wasylik
Milwaukee, WI
Susan Lang
Minneapolis, MN
Randy Ekenberg
Minneapolis, MN
Jessica Moody
Minneapolis, MN
Scott Hefle
Milwaukee, WI
Carl Goltermann
Newport Beach, CA

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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