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Bailey Marie Norby

Jnba Financial Advisors, LLC

Bloomington, MN

CRD 6837264

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Employer firm

Jnba Financial Advisors, LLC CRD 106550

$2.01B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Jnba Financial Advisors, Llc

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • United States

Current Registrations

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

Branch Locations

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • 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
The Advocate Group, Llc Minnetonka MN 06/2021 06/2025
Lutz Financial Services, Llc Omaha NE 10/2018 05/2021
Creighton University Omaha NE 06/2014 05/2018
Jnba Financial Advisors, Llc Bloomington MN 06/2025 Present
Unemployed Forest Lake MN 06/2018 09/2018
  • 06/2021 → 06/2025
    Minnetonka, MN
  • 10/2018 → 05/2021
    Lutz Financial Services, Llc
    Omaha, NE
  • 06/2014 → 05/2018
    Creighton University
    Omaha, NE
  • 06/2025 → Present
    Bloomington, MN
  • 06/2018 → 09/2018
    Unemployed
    Forest Lake, MN
Previous Registrations
Other Businesses

Rover; not investment-related; 711 Capitol Way S, Suite 204, Olympia, WA 98501; dog sitting; Dog Walker; started 2023; approximately 2 hours per month, all during securities trading hours; dog walker and sitter.

Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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