BACKGROUND
Jim Reynolds has been in the investment business since 2001 and is focused on providing tax efficient strategies and solutions for clients seeking to meet their income, growth, and wealth transfer needs.
Jim’s clients have full access to the expertise, experience, and diversity that Northland Wealth Management has developed, creating individualized portfolios within a vast network of financial services. In addition to Northland’s municipal bond underwritings, we are focused on providing a diversified platform of investments and products for clients seeking asset class diversity for income, growth, and tax efficiency. We serve as the trusted professional overseeing all areas of management to help secure your independent wealth and give you confidence. Your family’s various goals can be tracked in one place in full cooperation with your tax and legal advisors.
Jim was born in Saint Paul, Minnesota, lives in Dakota County, MN, and has been married since 2003. After being married for more than 21 years, he enjoys his growing family while living on the south side of Minneapolis. Jim also enjoys the outdoors, and spends time golfing, fishing, or bow hunting.
PROFESSIONAL LICENSES/REGISTRATIONS
Jim is an Investment Advisor Representative with FINRA Series 7 General Securities Representative, Series 63 Uniform Securities Agent, Series 65 Uniform Investment Adviser registrations, and the MN Life/Health insurance license.
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.