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Julie Ellen Fortin

Wealth Manager, MemberNorthstar Financial Planning, LLCCRD 6605205

About Julie Ellen Fortin

Julie Ellen Fortin is listed as Wealth Manager, Member at Northstar Financial Planning, LLC in Windham, NH. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Northstar Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Julie Ellen Fortin work?

Julie Ellen Fortin is listed as Wealth Manager, Member at Northstar Financial Planning, LLC on SEC Form ADV.

How much of Northstar Financial Planning, LLC does Julie Ellen Fortin own?

Form ADV reports a beneficial ownership band of 10-25%.

Northstar Financial Planning, LLC

TitleWealth Manager, Member
Ownership10-25%
Control personNo
Since2020