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

Recently Released!!!
Date Published: December 10, 2015
Summary Power Point Deck: 30 Slides

Reference Power Point Deck: 305 Slides

NorthStar Financial Services Group was founded by Pat Clarke & Mike Miola in 2002 and is based in Omaha, NE. The company has three offices, 400 employees, $120 billion asses under management & administration, $100 million revenue, $17.0 million EBITDA, and is led by its Chairman Mike Miola. NorthStar Financial Services Group's web sites can be found at,,,,,,,, &

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

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