NorthStar Financial Services Group:
Empowering Investment Advisors through Five Interrelated Businesses

Recently Released!!!
Date Published: September 2011
150 Slides

NorthStar Financial Services Group was founded in 2002, is based in Omaha, NE, has three offices, 400 employees, & is led by its Co-Chairmen Mike Miola and Patrick Clarke. NorthStar Financial Services Group's web sites can be found at www.nstar-financial.com, www.clsinvest.com, www.orionadvisor.com, www.geminifund.com, www.gemcomprint.com, www.nlcompliance.com, www.nldistributors.com, & www.constellationtrust.com.

NorthStar Financial Services Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Renewed Independence Phase
  • Expansion Phase
  • Success Phase
Its profile includes the key statistics of the firm, including offices, employees, institutional clients, financial advisor clients, assets under management & administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • CLS Investments
  • Orion Advisor Services
  • Gemini Fund Services
  • Advisor One Funds
  • Gem Com
  • Northern Lights Compliance Services
  • Northern Lights Distributors
  • Constellation Trust Company (an affiliate)
And its profile concludes with the highlights of its organizational structure & ownership.

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