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Wealth Manager, Member · Northstar Financial Planning, LLC

Julie E. Fortin

CRD 6605205 · Named on Form ADV at one SEC-registered adviser

At a glance

Northstar Financial Planning, LLC, an SEC-registered wealth manager based in Windham, NH with $276 million in regulatory assets, lists Julie E. Fortin on its Form ADV as Wealth Manager, Member.

Firms and roles

AtlasMembers

Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.