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Jonathan David Wolanyk

Northstar Financial Planning, LLC

Windham, NH

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Current Employers
Northstar Financial Planning, Llc

112 Range Road, Windham, NH 03087 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-07-09
  • NH RA
    APPROVED
    Since 2025-07-09

Branch Locations

112 Range Road, Windham, NH 03087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed Milford NH 07/2020 02/2022
Northern Light Boston MA 08/2016 09/2016
Student Lowell MA 11/2012 05/2017
Antique Associates At West Townsend West Townsend MA 02/2015 06/2017
Fidelity Investments Merrimack NH 06/2017 07/2020
Jonathan Wolanyk Milford NH 06/2020 02/2022
Ameriprise Financial Nashua NH 02/2022 10/2022
Nicolas Drouin Nashua NH 11/2022 11/2022
Northwestern Mutual Investment Services Llc Nashua NH 12/2022 06/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2023 06/2025
Northstar Financial Planning, Llc Windham NH 06/2025 Present
  • 07/2020 → 02/2022
    Self-Employed
    Milford, NH
  • 08/2016 → 09/2016
    Northern Light
    Boston, MA
  • 11/2012 → 05/2017
    Student
    Lowell, MA
  • 02/2015 → 06/2017
    Antique Associates At West Townsend
    West Townsend, MA
  • 06/2017 → 07/2020
    Fidelity Investments
    Merrimack, NH
  • 06/2020 → 02/2022
    Jonathan Wolanyk
    Milford, NH
  • 02/2022 → 10/2022
    Ameriprise Financial
    Nashua, NH
  • 11/2022 → 11/2022
    Nicolas Drouin
    Nashua, NH
  • 12/2022 → 06/2025
    Nashua, NH
  • 12/2023 → 06/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2025 → Present
    Windham, NH
Previous Registrations
Other Businesses

1. Independent Licensed Insurance Agent, Licensed Since: November 2022, non-investment-related, Nashua, New Hampshire, licensed to sell life, accident, and health insurance but served in a support role and did not sell insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-08
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2019-04-08
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Other Names
  • Jonathan David Wolanyk
  • Jonathan Wolanyk
  • Jonathan David Wolanyk
  • Jon Wolanyk

View on SEC IAPD

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