TrueAdvisor
TrueAdvisor
EJ
EJ

Elizabeth Ann Janicek

Northland Asset Management
45 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

2675 N Mayfair Rd, Suite 550, Milwaukee, WI, 53226

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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
April 2009 - Present · 16 yrs 10 mos
Northland Securities, INC.Broker
April 2009 - Present · 16 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
February 2004 - May 2009 · 5 yrs 3 mos
UBS Financial Services INC.Broker
July 1990 - May 2009 · 18 yrs 10 mos
Lehman Brothers INC.Broker
November 1981 - August 1990 · 8 yrs 9 mos
Kidder, Peabody & CO. IncorporatedBroker
August 1980 - November 1981 · 1 yr 3 mos
State Registrations14 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.