Craig Ostrom is a registered investment advisor at Northland Asset Management, based in Milwaukee, WI, with 29 years of industry experience. Craig 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
10700 W. Research Drive, Suite 4, Milwaukee, WI, 53226
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2001Denied
Employment History
Current Registrations
Northland Asset Management
September 2016 - Present · 9 yrs 7 mos
Northland Securities, INC.Broker
November 2007 - Present · 18 yrs 5 mos
Previous Registrations
First Midamerica Investment CorporationBroker
March 2004 - December 2007 · 3 yrs 9 mos
Vision Asset Management INC
September 2002 - March 2004 · 1 yr 6 mos
Vision Investment Services, INC.Broker
June 2002 - March 2004 · 1 yr 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
February 1997 - June 2002 · 5 yrs 4 mos
Investors Associates, INC.Broker
August 1996 - January 1997 · 5 mos
State Registrations30 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.