Unclaimed Profile

Allen Page Giese

NORTHSTAR FINANCIAL PLANNERS, INC.·PLANTATION, Florida

Series 6, Series 7, Series 24, Series 66Clean record22 years registeredNORTHSTAR FINANCIAL PLANNERS, INC.

1250 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 2145424Firm CRD# 131507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allen Page Giese · PLANTATION, FL

Registration

CRD #2145424 · NORTHSTAR FINANCIAL PLANNERS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Jun 2026 – present

NORTHSTAR FINANCIAL PLANNERS, INC.

May 2004 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 66

Registration record

First registered · May 11, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR FINANCIAL PLANNERS, INC.

CRD 131507 · SEC 801-79605

AUM

$250M

Regulatory assets under management

Employees

905 client accounts

Services offered by NORTHSTAR FINANCIAL PLANNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NORTHSTAR FINANCIAL PLANNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Allen Page Giese offer?

Allen Page Giese specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.

What are Allen Page Giese's credentials?

Allen Page Giese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allen Page Giese located?

Allen Page Giese is based in PLANTATION, Florida, working with NORTHSTAR FINANCIAL PLANNERS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.

How does Allen Page Giese charge for services?

Allen Page Giese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR FINANCIAL PLANNERS, INC.?

NORTHSTAR FINANCIAL PLANNERS, INC. has approximately 8 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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