BACKGROUND
Beth has been with Northland Securities since 2009 and is a Senior Vice President - Investments. She has been in the field of wealth management since 1981. Her areas of expertise include estate and retirement planning, and tax-advantaged investments. Beth’s interests include travel, the arts, and sports.
EDUCATION
She has her B.A. degree from the University of Wisconsin – Milwaukee, and her Masters in Italian Literature from University of Wisconsin – Madison.
PROFESSIONAL LICENSES/REGISTRATIONS
Beth holds and maintains the FINRA Series 7 General Securities Representative, Series 5 Interest Rate Options Exam, Series 63 Uniform Securities State Law Exam, and Series 65 Uniform Investment Advisor registrations.
NORTHLAND WEALTH MANAGEMENT
Northland Wealth Management is a division of Northland Securities, Inc., Member FINRA and SIPC, Registered with SEC and MSRB, a diversified financial services firm, which includes investment banking, public finance, and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors.
Wealth Management Investment Representatives work closely with clients to determine and deliver the appropriate solutions to meet their financial needs according to their individual investment profile and situation. Northland is also a SEC Registered Investment Adviser (RIA) - Northland Asset Management - and Investment Adviser Representatives (IARs or Financial Advisors) can offer numerous advisory products and services, including a wide selection of third-party money managers, and fee for financial planning services.
Registration does not imply a certain level of skill or training.