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Steven Michael Minkoff

Northrock Partners, LLC

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About Steven Michael Minkoff

Steven Minkoff is a financial advisor with over 30 years of experience in the industry. Steven is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. He is currently registered with Northrock Partners, LLC and has been with the firm since October 2023. Previously, Steven was a financial advisor with Ameriprise Financial Services, LLC for nearly 35 years. Steven's specializations include financial planning, portfolio management, selection of other advisors, and consulting services.

Firm Information

Steven Minkoff is currently registered with Northrock Partners, LLC. Northrock Partners, LLC is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm offers financial planning, consulting, and portfolio management services to high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Northrock Partners is headquartered in Minneapolis, MN.
Northrock Partners, LLC

225 SOUTH SIXTH STREET

MINNEAPOLIS, MN 55402

$5.80B

Assets Under Management

Not reported

Total Clients

41

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Steven Minkoff’s Registration & Firm History

CA

10/27/2023 - Present

Northrock Partners, LLC (San Francisco CA)

CA

09/19/1989 - 10/31/2023

AMERIPRISE FINANCIAL SERVICES, LLC (SAN RAFAEL CA)

MN

09/19/1989 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/13/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Steven Michael Minkoff. Review regulatory record here.
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