NORTHLAND ASSET MANAGEMENT
SEC RegisteredTrusted Financial Solutions
About the firm
Northland Securities is a full-service brokerage and investment firm committed to helping individuals, institutions, and communities achieve their financial goals. The company was founded in 2002 and is headquartered in Minneapolis, MN, with offices in six states. Since its origin, Northland Securities and its affiliates have underwritten over $6 billion of notes and securities, primarily tax-exempt municipal bonds.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Northland Securities offers public finance, fixed income, equity capital markets, and wealth management services, including retirement planning, estate planning coordination, life insurance and employer plan consultations, Social Security benefit analysis, cash flow and distribution planning, portfolio management, annuities, mutual funds and UITs, fixed income solutions, and tax-efficient investing.
Who they serve
Individuals, institutions, communities, Midwest community banks, and other large institutional investors, including over 6,500 individual client investment accounts and over 500 Midwest community banks.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 391 | $79M |
| High Net Worth Individuals | 484 | $319M |
101 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
40 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NORTHLAND ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.