LeadIQ logo
Learn more at LeadIQ.com
NorthStar Financial Services Group, LLC logo

NorthStar Financial Services Group, LLC Employee Directory

Financial ServicesNebraska, United States11-50 Employees

NorthStar Financial Services Group, LLC operates in the financial services sector, supplying a range of advisory and investment-management capabilities for fiduciary-minded advisers. Its offerings are delivered through a set of affiliated organizations under the Orion brand, including Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company. The client base spans boutique RIAs to enterprise-level firms that rely on integrated technology and investment solutions to serve clients, differentiate in a competitive market, and build sustainable businesses.

The company is based in Omaha, Nebraska. Recent 2026 news reports indicate Orion Advisor Solutions expanded its offices to King of Prussia, Pennsylvania, as part of a shift toward an AI-enabled workforce.

Find NorthStar Financial Services Group, LLC employees' phone numbers or email addresses

NorthStar Financial Services Group, LLC Global Highlights

Location
Employees

North America
281

Minus sign iconPlus sign icon
  • United States Of America
    281

Europe
2

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2

NorthStar Financial Services Group, LLC's Leadership

  • Chief Operating Officer at NorthStar Financial Services Group, LLC
    R. E.
    Chief Operating Officer
    Mobile Phone
  • Vice President Managed Accounts at NorthStar Financial Services Group, LLC
    S. H.
    Vice President Managed Accounts
    Mobile Phone
  • Vice President - Consumer Loan Officer at NorthStar Financial Services Group, LLC
    T. S.
    Vice President - Consumer Loan Officer
    Mobile Phone
  • President Of Business Developement at NorthStar Financial Services Group, LLC
    T. B.
    President Of Business Developement
    Mobile Phone
  • Office Manager Partner at NorthStar Financial Services Group, LLC
    J. W.
    Office Manager Partner
    Mobile Phone
  • Owner at NorthStar Financial Services Group, LLC
    S. K.
    Owner
    Mobile Phone
  • Assistant Vice President - Marketing Director at NorthStar Financial Services Group, LLC
    A. M.
    Assistant Vice President - Marketing Director
    Mobile Phone
  • Assistant Vice President - Commercial Loan Officer at NorthStar Financial Services Group, LLC
    E. G.
    Assistant Vice President - Commercial Loan Officer
    Mobile Phone

NorthStar Financial Services Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Finance
  • Banking
  • Human Resources
  • Information Technology
  • Other
  • Legal

Contact profiles from NorthStar Financial Services Group, LLC

Name
Title
Contact
Location
Last Update
  • Office Manager Partner at NorthStar Financial Services Group, LLC
    J. W.
    Office Manager Partner
    Mobile Phone
    Oct 23, 2024
  • Chief Operating Officer at NorthStar Financial Services Group, LLC
    R. E.
    Chief Operating Officer
    Mobile Phone
    Aug 02, 2026
  • Owner at NorthStar Financial Services Group, LLC
    S. K.
    Owner
    Mobile Phone
    Oct 23, 2024
  • President Of Business Developement at NorthStar Financial Services Group, LLC
    T. B.
    President Of Business Developement
    Mobile Phone
    Jun 24, 2026
  • Assistant Vice President - Marketing Director at NorthStar Financial Services Group, LLC
    A. M.
    Assistant Vice President - Marketing Director
    Mobile Phone
    Oct 16, 2024
  • Assistant Vice President - Commercial Loan Officer at NorthStar Financial Services Group, LLC
    E. G.
    Assistant Vice President - Commercial Loan Officer
    Mobile Phone
    Oct 21, 2024
  • Senior Vice President - Commercial Lending at NorthStar Financial Services Group, LLC
    J. W.
    Senior Vice President - Commercial Lending
    Mobile Phone
    Oct 22, 2024
  • Senior Vice President at NorthStar Financial Services Group, LLC
    M. S.
    Senior Vice President
    Mobile Phone
    Aug 04, 2025
  • Branch Chief at NorthStar Financial Services Group, LLC
    M. A.
    Branch Chief
    Mobile Phone
    Oct 23, 2024
  • Vice President Managed Accounts at NorthStar Financial Services Group, LLC
    S. H.
    Vice President Managed Accounts
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is NorthStar Financial Services Group, LLC known for?

Minus sign iconPlus sign iconNorthStar Financial Services Group, LLC was founded in 2003 and operates in the Financial Services industry. You can contact NorthStar Financial Services Group, LLC's main corporate office by phone at
+1-402-895-****
. Explore NorthStar Financial Services Group, LLC's company overview page for more information.

What is NorthStar Financial Services Group, LLC's most common email format?

Minus sign iconPlus sign iconNorthStar Financial Services Group, LLC employees' email format typically follows the pattern of First.Last@nstar-financial.com. Trying to find reliable and up-to-date employee contact data? Find more NorthStar Financial Services Group, LLC email formats with LeadIQ.

How many employees does NorthStar Financial Services Group, LLC have currently?

Minus sign iconPlus sign iconNorthStar Financial Services Group, LLC has approximately 32 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are NorthStar Financial Services Group, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, NorthStar Financial Services Group, LLC's key employees include:

  • Chief Operating Officer: R. E.
  • Vice President Managed Accounts: S. H.
  • Vice President - Consumer Loan Officer: T. S.
  • President Of Business Developement: T. B.
  • Office Manager Partner: J. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.