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Julie Ellen Fortin

NORTHSTAR FINANCIAL PLANNING, LLC·WINDHAM, New Hampshire
Clean record10 years registeredNORTHSTAR 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 · 10 years registered
Brand Profile
Not yet started
01

Career History

NORTHSTAR FINANCIAL PLANNING, LLC
Jan 2016 – present
02

Registrations & Exams

Registration record
First registered · January 27, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHSTAR FINANCIAL PLANNING, LLC
CRD 117205 · SEC 801-113219
AUM
$229M
Regulatory assets under management
Employees
8
513 client accounts
Services offered by NORTHSTAR FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTHSTAR FINANCIAL PLANNING, LLC →
Introduction

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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
Robin Ann Young
WINDHAM, NH
Kristina George
WINDHAM, NH
Rachel Nicole Decarolis
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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