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Jerel D Saltzman

Northland Securities, Inc.

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About Jerel D Saltzman

Jerel D. Saltzman is a financial advisor with Northland Securities, Inc., based in Omaha, Nebraska. Jerel has been in the industry since 2006 and has extensive experience in the financial services industry. Jerel holds a Series 7, Series 52, Series 52TO and SIE licenses and is registered with FINRA and the state of Nebraska. Jerel has a proven track record of providing sound financial advice to individuals and businesses. Jerel's areas of expertise include financial planning, portfolio management, and retirement planning. Jerel is dedicated to helping clients achieve their financial goals.

Firm Information

Jerel Saltzman is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research services

Research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated

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Jerel Saltzman’s Registration & Firm History

NE

11/28/2023 - Present

Northland Securities, Inc. (Omaha NE)

NE

06/03/2019 - 12/22/2023

FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)

NE

08/17/2006 - 06/05/2019

FIRST BANKERS' BANC SECURITIES, INC (LINCOLN NE)

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Licenses & Designations

BC

Issued 09/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/16/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jerel D Saltzman. Review regulatory record here.
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