NorthStar exists to innovate and develop products and services, strengthen our partners, and provide tools and resources to empower investment advisors.
With over 675 employees and $310 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, and sales leadership for all its subsidiaries.
Together, our synergy helps investment advisors enhance their service to clients, increase their operational efficiencies, and expand their businesses. Our staff includes experienced professionals with industry-specific knowledge, technology-based proficiency, and creative problem solving skills.
Todd is CEO of CLS Investments, LLC. Mr. Clarke oversees all aspects of sales and marketing, portfolio management, and business development. He currently holds the Series 7, Series 63, and Series 66 security licenses.
As Chief Executive Officer of Gemini Fund Services, LLC, Andrew Rogers oversees all areas of Gemini, including Fund Administration, Fund Accounting, Transfer Agency and Shareholder Servicing, Client Services, and Legal Administration
Eric Clarke is the President and founder of Orion Advisor Services, LLC. Eric enjoys meeting with advisors to learn the challenges they face day-to-day, and developing solutions that improve their business operations and client interactions.
Brian Nielsen has served as Chief Executive Officer, President, Manager or Principal of Northern Lights Distributors, LLC (“NLD”) since December 2005. Mr. Nielsen also serves as General Counsel to NorthStar Financial Services Group, LLC.
Bill Wostoupal is currently President of Northern Lights Distributors, LLC (“NLD”), and Executive Vice President for Sales and Business Development for NorthStar. In his role as President, Mr. Wostoupal leads the overall sales and marketing efforts for NLD.
Daniel Applegarth is the Chief Financial Officer for NorthStar. Daniel began his career at Ernst & Young as an Auditor, and earned his MBA in Business Management from the University of Nebraska at Omaha.
Larry Fazzini is the Vice President of Human Resources for NorthStar. With over twenty-five years experience working in the HR field, Larry brings a wealth of knowledge and expertise to our organization.