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Joel Daniel Hergenreter

Chief Compliance OfficerNorthstar Financial Planners, Inc.CRD 7390971

About Joel Daniel Hergenreter

Joel Daniel Hergenreter is listed as Chief Compliance Officer at Northstar Financial Planners, Inc. in Plantation, FL. Form ADV reports a beneficial ownership band of Under 5%. Joel Daniel Hergenreter is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Northstar Financial Planners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joel Daniel Hergenreter work?

Joel Daniel Hergenreter is listed as Chief Compliance Officer at Northstar Financial Planners, Inc. on SEC Form ADV.

How much of Northstar Financial Planners, Inc. does Joel Daniel Hergenreter own?

Form ADV reports a beneficial ownership band of Under 5%.

Northstar Financial Planners, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Northstar Financial Planners, Inc. →

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TitleCco
OwnershipUnder 5%
Control personNo
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Bright Road Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2025
View Bright Road Wealth Management, LLC →