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Shawn Robert Paulson

Northland Securities, Inc.

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About Shawn Robert Paulson

Shawn Paulson is a registered investment advisor representative at Northland Securities, Inc. Shawn has been in the securities industry since 2018. Shawn holds Series 7, 63, 65, 24 and 26 licenses. The advisor's firm, Northland Securities, Inc., is located in Minneapolis, Minnesota and manages approximately $236,673,858 in client assets.

Firm Information

Shawn Paulson 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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Shawn Paulson’s Registration & Firm History

MN

07/22/2022 - Present

Northland Securities, Inc. (MINNEAPOLIS MN)

MN

10/31/2018 - 03/17/2022

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 07/20/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/28/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/14/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/31/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/31/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Shawn Robert Paulson.
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