Northstar Financial Management Employee Directory

Financial ServicesIdaho, United States2-10 Employees

At Northstar Financial Management, we offer investment management and strategic wealth planning that is specific to you and your situation. As a fiduciary, our primary focus is on providing unbiased opinions that are designed to achieve long term investment results. Thanks to our financial expertise and client-centered approach, we offer our clients honest, objective financial planning and counsel that fits their individual lifestyle and goals.  

Northstar Financial Management, Inc. is a registered investment adviser with the Securities and Exchange Commission. The Adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.  You can find our ADV Part 3 and ADV Part 2A and privacy policy on our website.

Find Northstar Financial Management employees' phone numbers or email addresses

Northstar Financial Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Northstar Financial Management's Leadership

  • Stylized image of a person
    M. M.
    Co-Owner
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  • Stylized image of a person
    T. S.
    Associate Paraplanner And Office Manager
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  • Stylized image of a person
    K. J.
    Financial Advisor
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  • Stylized image of a person
    D. J.
    Personal Financial Specialist
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  • Stylized image of a person
    T. P.
    Client Services Representative
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Contact profiles from Northstar Financial Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. M.
    Co-Owner
    Phone icon
    United StatesIdaho
    Nov 14, 2025
  • Stylized image of a person
    T. S.
    Associate Paraplanner And Office Manager
    Phone icon
    United States
    Oct 22, 2025
  • Stylized image of a person
    K. J.
    Financial Advisor
    Phone icon
    Nov 20, 2025
  • Stylized image of a person
    D. J.
    Personal Financial Specialist
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    T. P.
    Client Services Representative
    Phone icon
    UNITED STATES
    Jul 07, 2024

Frequently Asked Questions

What is Northstar Financial Management known for?

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Northstar Financial Management was founded in 2017 operates in the Financial Services industry. Explore Northstar Financial Management's company overview page for more information.

What is Northstar Financial Management's most common email format?

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Northstar Financial Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Northstar Financial Management email formats with LeadIQ.

How many employees does Northstar Financial Management have currently?

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Northstar Financial Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Northstar Financial Management's key employees and leadership?

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As of December 2025, Northstar Financial Management's key employees include:

  • Co-Owner: M. M.
  • Associate Paraplanner And Office Manager: T. S.
  • Financial Advisor: K. J.
  • Personal Financial Specialist: D. J.
  • Client Services Representative: T. P.

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