BACKGROUND
With over 15 years of industry experience, Kari joined Northland in 2018 as a Vice President of Investments. Kari began her career as a Client Service Assistant, and advanced to the role of Financial Representative in 2003. She worked in the industry until 2007 when she made the decision to start a family. Kari re-entered the work force as an esthetician in 2014, but soon realized she missed working in the financial industry. She went back to work as Operations Coordinator for Stifel Investments before joining the Northland team.
She and her husband, Jason, have been married for over 19 years. They have two daughters. In her free time, she enjoys going to the gym, spending time with her family, going up north in the summer months, and cheering on the Packers.
EDUCATION
Kari studied Business at Century College in White Bear Lake, MN.
PROFESSIONAL LICENSES/REGISTRATIONS
She holds and maintains the FINRA Series 7 General Securities Representative, Series 65 Uniform Investment Adviser Law, and Series 63 Uniform Securities Agent State Law registrations, as well as her Life/Health and Variable Annuity Insurance licenses in the States of Minnesota, Florida, and Wisconsin.
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.