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Featured Business Financial Advisor in Minneapolis, MN
Minneapolis Financial Advisors
Northland Wealth Management
45 South 7th Street, Suite 2000
Minneapolis, MN 55402
(612) 851-5983
Advisor Profile
Jim Reynolds
Name:  Jim Reynolds
Phone Number:  (612) 851-5983
Website:  Visit Website

About Northland Wealth Management

Northland Securities, Inc., Member FINRA/SIPC, is a diversified financial services firm, including investment banking, public finance, and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors.
Wealth Management Investment Representatives work closely with clients to determine and deliver the appropriate solutions to meet their financial needs according to their individual investment profile and situation. Northland is also a SEC Registered Investment Adviser (RIA) - Northland Asset Management - and Investment Adviser Representatives (IARs or Financial Advisors) can offer numerous advisory products and services, including a wide selection of third-party money managers, and fee for financial planning services.
Headquartered in Minneapolis, Minnesota, Northland Securities also has branch offices in Iowa and Wisconsin.
 

General Information

CRD#:    4408485
Firm CRD#:    40258
Insurance License#:    2478188
Name of Broker/Dealer:    Northland Securities Inc.
Name of Custodial Firm:    Pershing LLC
States Licensed in:    Arizona
California
Colorado
Florida
Georgia
Illinois
Iowa
Michigan
Minnesota
Mississippi
Missouri
North Dakota
Oregon
South Dakota
Texas
Wisconsin
Wyoming
States Willing to do Business in:    Afton,Andover,Anoka,Bayport,Cedar,Champlin,Chanhassen,Chaska,Circle Pines,Cottage Grove,Dayton,Excelsior,Farmington,Forest Lake,Hamel,Hanover,Hopkins,Hugo,Inver Grove Heights,Lake Elmo,Lakeland,Lakeville,Long Lake,Loretto,Maple Plain,Mendota,Minneapolis,Minnetonka,Mound,Newport,Osseo,Plymouth,Prior Lake,Rogers,Rosemount,Saint Bonifacius,Saint Paul,Saint Paul Park,Savage,Shakopee,South Saint Paul,Spring Park,Stillwater,Victoria,Wayzata,Willernie,Burnsville/Eagan/Apple Valley
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    14
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Services

Investment Types:    New Issue Municipal Bond Underwritings, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Options & Futures, Commodities, Bonds, Insurance, Annuities, FOREX & Currency, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At my office, At your home, At your office, Via phone
 

Qualifications & Memberships

Securities Licenses:    Series 65, Series 63, Series 7
Insurance and Annuity Licenses:    Life, Variable Annuity, Variable Life, Long Term Care
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Jim Reynolds

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