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Julie Ellen Fortin

NORTHSTAR FINANCIAL PLANNING, LLC·WINDHAM, New Hampshire
Clean recordNORTHSTAR FINANCIAL PLANNING, LLC
112 RANGE ROAD, WINDHAM, NH 03087CRD# 6605205Firm CRD# 117205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Ellen Fortin · WINDHAM, NH
Registration
CRD #6605205 · NORTHSTAR FINANCIAL PLANNING, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Julie Ellen Fortin is a registered financial advisor based in WINDHAM, New Hampshire, affiliated with NORTHSTAR FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NORTHSTAR FINANCIAL PLANNING, LLC
NORTHSTAR FINANCIAL PLANNING, LLC
AUM
$229M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at NORTHSTAR FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6605205
Firm CRD# 117205
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ellen Fortin offer?
Julie Ellen Fortin specializes in Financial Planning, Investment Management. Contact their office in WINDHAM, New Hampshire for a consultation.
What are Julie Ellen Fortin's credentials?
Julie Ellen Fortin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ellen Fortin located?
Julie Ellen Fortin is based in WINDHAM, New Hampshire, working with NORTHSTAR FINANCIAL PLANNING, LLC. Their office serves clients in the WINDHAM metropolitan area and surrounding communities.
How does Julie Ellen Fortin charge for services?
Julie Ellen Fortin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR FINANCIAL PLANNING, LLC?
NORTHSTAR FINANCIAL PLANNING, LLC has approximately 8 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHSTAR FINANCIAL PLANNING, LLC

Alexa Faith Darbe
WINDHAM, NH
Rachel Nicole Decarolis
WINDHAM, NH
Robin Ann Young
WINDHAM, NH
Kristina George
WINDHAM, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
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City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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