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 25-50%.
Reported ownership
Owns 25-50% 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 25-50%.
Northstar Financial Planning, LLC
| Title | Wealth Manager, Member |
| Ownership | 25-50% |
| Control person | No |
| Since | 2020 |