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Robin Ann Young

Northstar Financial Planning, LLC

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About Robin Ann Young

Robin Young is a financial advisor with Northstar Financial Planning, LLC. Robin is registered with the state of New Hampshire and has been in the industry since 1994. Robin holds the Series 6, Series 63, and Series 65 licenses. Robin has a Certified Financial Planner designation. Robin specializes in financial planning, pension consulting, and selection of other advisers. Robin also manages portfolios for individuals. Robin works with individuals and families, helping them to reach their financial goals. Robin's firm provides financial planning, investment management, and retirement planning services.

Firm Information

Robin Young is currently registered with Northstar Financial Planning, LLC. Northstar Financial Planning, LLC is an investment advisor registered with the SEC and located in Windham, New Hampshire. They have 5 investment advisor representatives and manage approximately $229,169,049 in assets for 513 clients. They offer financial planning, pension consulting, and portfolio management for individuals and high-net-worth individuals. They also provide selection of other advisers.
Northstar Financial Planning, LLC

112 RANGE ROAD

WINDHAM, NH 03087

$229.17M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Robin Young’s Registration & Firm History

NH

12/01/2003 - Present

Northstar Financial Planning, LLC (WINDHAM NH)

NY

07/13/1994 - 08/14/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

07/13/1994 - 08/14/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/11/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Ann Young.
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