NORTHSTAR FINANCIAL PLANNING, LLC of WINDHAM, NH is an SEC-registered investment adviser (CRD 117205). Regulatory assets under management: $275.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Robin Ann Young | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Alexa Faith Darbe | MEMBER | — |
| Rachel Nicole Decarolis | MEMBER | — |
| Julie Ellen Fortin | WEALTH MANAGER, MEMBER | — |
| YOUNG ROBIN ANN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |
| HULL SAMUEL PRENTISS | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DARBE ALEXA FAITH | MEMBER | — |
| DECAROLIS RACHEL NICOLE | MEMBER | — |
| Fortin Julie Ellen | MEMBER; WEALTH MANAGER, MEMBER | — |
| GEORGE KRISTINA | MEMBER; WEALTH MANAGER, MEMBER; WEALTH MANAGER/MEMBER | — |