# NORTHERN CAPITAL RETIREMENT SERVICES, INC.

NORTHERN CAPITAL RETIREMENT SERVICES, INC. of SPOKANE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 163327
- Type: SEC-registered investment adviser
- SEC file number: 801-77836
- Location: 2700 S SOUTHEAST BOULEVARD, SUITE 205, SPOKANE, WA, 99223
- Phone: 509-456-2526
- Latest filing: 2026-03-10
- Regulatory AUM: $304.2M
- Discretionary AUM: $304.2M
- Clients: 11
- Accounts: 21

## Business model

- Compensation: % of AUM
- Clients served: Individuals, Pensions, Corporations, Other

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/163327/brochure
- Similar advisers: https://search.stillhousedata.com/firm/163327/similar
- Related entities: https://search.stillhousedata.com/firm/163327/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/163327

---

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.