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Craig Ostrom

Northland Asset Management
30 Years of Experience
Milwaukee, WI
1 DisclosureBroker
View SEC Summary
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Craig Ostrom is a registered investment advisor at Northland Asset Management, based in Milwaukee, WI, with 30 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 875 clients with $410M in assets under management.

Northland Asset Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
IM Fee
Planning only
Assets Under Management
$405.5M

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

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History

Regulatory History (1)
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Customer Dispute
November 2001
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Northland Asset Management
September 2016 - Present · 10 yrs 1 mo
Northland Securities, INC.Broker
November 2007 - Present · 18 yrs 11 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
ALAZCACOFLGAIAILMAMIMNMOMSMTNCNDNENMNVNYOKORSCSDTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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