NORTHROCK PARTNERS, LLC

MINNEAPOLIS, Minnesota·8 registered advisors·CRD# 167908
SEC# 801-781948(612) 367-8800
01

Firm Overview

AUM
$5.8B
Regulatory assets under management
Employees
154
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NORTHROCK PARTNERS, LLC

8 registered advisors
Brent Troy Field
MINNEAPOLIS, Minnesota
Brian Jon Kruse
MINNEAPOLIS, Minnesota
Dominic Jon Knauf
MINNEAPOLIS, Minnesota
James Bernard Lund
MINNEAPOLIS, Minnesota
CFP
Kathleen Sweeney Shoemaker
MINNEAPOLIS, Minnesota
Robert Dean Nelson
MINNEAPOLIS, Minnesota
Sumit Mehta
MINNEAPOLIS, Minnesota
Todd Alan Moser
MINNEAPOLIS, Minnesota
CFP
05

Office Locations

MINNEAPOLIS, Minnesota
8 advisors

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Data sourced from SEC Form ADV filings. NORTHROCK PARTNERS, LLC (CRD# 167908) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.