NORTHERN CAPITAL RETIREMENT SERVICES, INC. of SPOKANE, WA is an SEC-registered investment adviser (CRD 163327). Regulatory assets under management: $304.2M.
Compensation: % of AUM.
Clients served: Individuals, Pensions, Corporations, Other.
| Name | Role | Location |
|---|---|---|
| James Karl Wilson | MANAGING PARTNER/PRESIDENT/CFO | — |
| Michelle Lynn Warner | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER | — |
| Jennifer Lynn Isotalo | CHIEF OPERATIONS OFFICER | — |
| Laurie Jo Silva | CHIEF COMPLIANCE OFFICER | — |
| BURKE LISA MARIE | CHIEF COMPLIANCE OFFICER | — |
| WILSON JAMES KARL | MANAGING PARTNER/PRESIDENT/CFO; PRESIDENT/CEO | — |
| WARNER MICHELLE LYNN | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF OPERATIONS OFFICER | — |
| MILLER SARAH JUNETTE | CHIEF COMPLIANCE OFFICER | — |
| DAHMEN SARAH JUNETTE | CHIEF COMPLIANCE OFFICER | — |
| ISOTALO JENNIFER Lynn | CHIEF OPERATIONS OFFICER | — |