TrueAdvisor
TrueAdvisor
KW
KW

Kari Ann Weber

Northland Asset Management
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Northland Asset Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
785 clients
Average Client Portfolio
$458K average
Assets Under Management
$359.9M

Location

150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northland Asset Management
June 2023 - Present · 2 yrs 8 mos
Northland Securities, INC.Broker
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
January 2018 - August 2018 · 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2006 - April 2007 · 4 mos
Miller Johnson Steichen Kinnard, INC.Broker
November 2003 - December 2006 · 3 yrs 1 mo
State Registrations32 states
AZCACOCTFLGAHIIAIDILINKSKYMAMIMNMOMTNCNDNENMNYPARISCSDTXVAVTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.