JR
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Jeffrey Rahm is a registered investment advisor at Northland Asset Management, based in Minneapolis, MN, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 785 clients with $360M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
IM Fee
Planning only
Assets Under Management
$359.9M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (6)
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Employment Separation After Allegations
January 2020Customer Dispute
November 2008Settled
Customer Dispute
June 2003Settled
Customer Dispute
May 2002Denied
Customer Dispute
May 2002Closed-No Action
Customer Dispute
May 2001Closed-No Action
Employment History
Current Registrations
Northland Securities, INC.Broker
February 2020 - Present · 6 yrs 2 mos
Northland Asset Management
February 2020 - Present · 6 yrs 2 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
July 2007 - January 2020 · 12 yrs 6 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2006 - January 2020 · 13 yrs 1 mo
Miller Johnson Steichen Kinnard, INC.Broker
January 2001 - December 2006 · 5 yrs 11 mos
Miller, Johnson & Kuehn, IncorporatedBroker
August 1986 - January 2001 · 14 yrs 5 mos
State Registrations18 states
AZCACOFLGAIAILINKSMIMNNCNDNENJSDTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.