Michelle
Warner
Northern Capital Management, Inc
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About this Advisor
Michelle Warner is a financial advisor based in Spokane, Washington, working with Northern Capital Management, Inc. Michelle has previously held positions at Northern Capital Retirement Services, Inc, Northern Capital Management, Inc, and Ncm Securities, Inc. Michelle has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Michelle is part of Northern Capital Management, Inc, which operates out of Spokane, Washington. The firm has 1 office and 11 employees. The firm manages assets totaling $391.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Northern Capital Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Northern Capital Management, Inc Brokerage Details
$390,992,420
11
1,750
$223,424
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Other
Michelle Warner Work History
Northern Capital Retirement Services, Inc
Northern Capital Management, Inc
Ncm Securities, Inc
Disclosures
Please visit the SEC profile of Michelle Warner 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 Northern Capital Management, Inc
Spokane, WA
Spokane, WA
Spokane, WA
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Post Falls, ID
Spokane, WA
Spokane, WA
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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