Craig
Ostrom
Northland Securities, Inc
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About this Advisor
Craig Ostrom is a financial advisor working out of Milwaukee, Wisconsin with 7 years of relevant experience. Ostrom is an advisor for Northland Securities, Inc. Their career trajectory has included roles at Acn, Inc and Northland Securities, Inc. Ostrom has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Florida, Georgia, Minnesota and Wisconsin. Northland Securities, Inc is a registered investment firm operating out of Minneapolis, MN. It has a total of 19 financial advisors. It administers $203 million in assets under management between its 760 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 760 customer accounts, 47% belong to high-net-worth investors who have more than $1 million in assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the financial services. However, fee types billed by Northland Securities, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northland Securities, Inc Brokerage Details
$203,155,261
19
760
$267,310
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Craig Ostrom Work History
Craig has been registered as a financial advisor for 7 years.*
Northland Securities, Inc
Acn, 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 Craig Ostrom 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
Minneapolis, MN
Minneapolis, MN
Milwaukee, WI
Minneapolis, MN
Milwaukee, WI
Minneapolis, MN
Minneapolis, MN
Newport Beach, CA
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