Unclaimed Profile

Sheri Marie Baglio

GREAT NORTHERN ASSET MANAGEMENT, LLC·VANCOUVER, Washington

Clean recordGREAT NORTHERN ASSET MANAGEMENT, LLC

1111 MAIN STREET, VANCOUVER, WA 98660-2990CRD# 4524996Firm CRD# 139457

Profile Verification

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

Identity

Sheri Marie Baglio · VANCOUVER, WA

Registration

CRD #4524996 · GREAT NORTHERN ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sheri Marie Baglio is a registered financial advisor based in VANCOUVER, Washington, affiliated with GREAT NORTHERN ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GREAT NORTHERN ASSET MANAGEMENT, LLC

AUM

$200M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GREAT NORTHERN ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4524996

Firm CRD# 139457

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sheri Marie Baglio offer?

Sheri Marie Baglio specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.

What are Sheri Marie Baglio's credentials?

Sheri Marie Baglio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheri Marie Baglio located?

Sheri Marie Baglio is based in VANCOUVER, Washington, working with GREAT NORTHERN ASSET MANAGEMENT, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does Sheri Marie Baglio charge for services?

Sheri Marie Baglio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREAT NORTHERN ASSET MANAGEMENT, LLC?

GREAT NORTHERN ASSET MANAGEMENT, LLC has approximately 3 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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