# NORTHSTAR FINANCIAL PLANNERS, INC.

NORTHSTAR FINANCIAL PLANNERS, INC. of PLANTATION, FL is an SEC-registered investment adviser.

## Registration

- CRD: 131507
- Type: SEC-registered investment adviser
- SEC file number: 801-79605
- Location: 1250 S. PINE ISLAND ROAD, SUITE 275, PLANTATION, FL, 33324
- Phone: 954-693-0030
- Latest filing: 2026-02-27
- Regulatory AUM: $311.6M
- Discretionary AUM: $311.6M
- Clients: 8
- Accounts: 1,054

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Joel Daniel Hergenreter | CCO; CHIEF COMPLIANCE OFFICER | — |
| Allen Page Giese | PRESIDENT/CEO | — |
| Steve Lee Tepper | CHIEF OPERATIONS OFFICER | — |
| GIESE ALLEN PAGE | PRESIDENT/CEO; PRESIDENT/CEO/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GLANZ GARY STEVEN | VICE PRESIDENT | — |
| TEPPER STEVE LEE | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131507/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131507/similar
- Related entities: https://search.stillhousedata.com/firm/131507/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131507

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.