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Employer firm

Northern Financial Advisors, Inc CRD 121088

$684M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREP

From the firm’s Form ADV. Read the guides:

Current Employers
Northern Financial Advisors, Inc

74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
  • MI RA
    APPROVED
    Since 2025-01-01

Branch Locations

74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304 • United States

Ferndale, MI • 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
Northern Financial Advisors Inc Royal Oak MI 01/2017 Present
Michigan State University East Lansing MI 08/2011 12/2016
Designations
  • Certified Financial Planner

View on SEC IAPD

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