Unclaimed Profile

Kristina George

NORTHSTAR FINANCIAL PLANNING, LLC·WINDHAM, New Hampshire

Clean record15 years registeredNORTHSTAR FINANCIAL PLANNING, LLC

112 RANGE ROAD, WINDHAM, NH 03087CRD# 5833315Firm CRD# 117205

Profile Verification

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

Identity

Kristina George · WINDHAM, NH

Registration

CRD #5833315 · NORTHSTAR FINANCIAL PLANNING, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTHSTAR FINANCIAL PLANNING, LLC

NORTHSTAR FINANCIAL PLANNING, LLC

Sep 2010 – Apr 2024

WINDHAM, NH

Registrations & Exams

Registration record

First registered · September 8, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR FINANCIAL PLANNING, LLC

CRD 117205 · SEC 801-113219

AUM

$229M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Kristina George offer?

Kristina George specializes in Financial Planning, Investment Management.

What are Kristina George's credentials?

Kristina George is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristina George located?

Kristina George is based in WINDHAM, New Hampshire, last registered with NORTHSTAR FINANCIAL PLANNING, LLC.

How does Kristina George charge for services?

Kristina George'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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