Unclaimed Profile

Sheri Marie Baglio

GREAT NORTHERN ASSET MANAGEMENT, LLC·VANCOUVER, Washington

SIE, Series 7, Series 7TO, Series 65, Series 66Clean record13 years registeredGREAT 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 · 13 years registered

Brand Profile

Not yet started

Career History

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Mar 2026 – present

GREAT NORTHERN ASSET MANAGEMENT, LLC

Oct 2023 – Jan 2026

VANCOUVER, WA

HARLOW WEALTH MANAGEMENT, INC.

Nov 2020 – Dec 2020

VANCOUVER, WA

AMERIPRISE FINANCIAL SERVICES, LLC.

Aug 2013 – Jul 2020

VANCOUVER, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 65

Series 66

Registration record

First registered · August 12, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREAT NORTHERN ASSET MANAGEMENT, LLC

CRD 139457 · SEC 801-66214

AUM

$200M

Regulatory assets under management

Employees

152 client accounts

Services offered by GREAT NORTHERN ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREAT NORTHERN ASSET MANAGEMENT, LLC →

Introduction

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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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