Northern Capital Retirement Services, Inc.

RIASEC RegisteredEst. 2013

Total AUM

$304M

Discretionary

$304M

100% of AUM

Avg account

$14.5M

Accounts

21

Employees

11

Advisory reps

11

Firm details

Headquarters: Spokane, Washington
CRD number: 163327
Registered since: April 2, 2013
Website: northernwelcome.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans100%
Services: Financial PlanningPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Northern Capital Retirement Services, Inc. is a corporation that registered with the SEC in 2013 and is owned by an individual owner. The firm serves an institutional client base and positions itself as a pension consultant, offering pension consulting and financial planning alongside client-facing education such as newsletters and seminars. Its advisory mandate is fee-based using a percentage-of-assets model. The firm does not identify as an active ESG investor and is not listed as a capital allocator or a related adviser.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds97%
Cash & Cash Equivalents3%

Owners & executives

2 of 2

Jennifer Isotalo
Chief Operations OfficerCRD 5265053
Michelle Warner
Chief Executive Officer & Chief Compliance OfficerCRD 3042903

Contacts

3 of 9

James Wilson
Managing Partner, Financial AdvisorCRD 1771833
Ethyn Killinger
Retirement Plan RepresentativeCRD 7967515
Molly Chase
Trading Department ManagerCRD 4664622

Unlock 6 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Spokane, WA

Spokane

Location

Spokane, WA

Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area: Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region: West
County: Spokane
Address: 2700 S Southeast Blvd
Time zone: PT (UTC-8)
Office locations

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