Christine Isham
NORTHERN FINANCIAL ADVISORS
BLOOMFIELD HILLS, MI 48304
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CRD#: 4394420
Christine IshamNORTHERN FINANCIAL ADVISORS
Professional summary
Christine Isham, CFP®, who also goes by Christine Walter, Christine Walter-klyavchko, is a registered financial advisor currently at NORTHERN FINANCIAL ADVISORS, INC located in Bloomfield Hills, Michigan.
Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christine has worked at 1 firm .
At a Glance
Always Fiduciary
Min. Asset: Under $50K
Services Offered
Investment Planning
Budgeting
Tax Planning
Education Planning
Estate Planning
Comprehensive Financial Planning
Insurance Planning
Debt Management
Retirement Planning
Specializations
Business Owners
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing Management
Medical Professionals
Women's Financial Planning Issues
Biography
Christine Isham, EA, CFP®, President of Northern Financial Advisors is passionately committed to having all of her clients fully realize their finest financial dreams. Her business career began with a Bachelor of Science degree in Economics from Oakland University graduating magna cum laude in 1989. Starting as a receptionist, she steadfastly grew as a personal financial planner, earning the Enrolled Agent (EA) designation and CERTIFIED FINANCIAL PLANNER® certificate even while developing her effectiveness in delivering outstanding results. Her EA admitted her to practice before the IRS. She is an active member of the National Association of Personal Financial Advisors (the premier fee-only FP association in America) as well as the National Association of Tax Professionals (NATP). Very well rounded in her education and experience, she brings a synergy to her work as a tax and asset allocation specialist. Christine loves her work and it must show, considering how her clients genuinely appreciate her in return.
Aliases
Christine Walter | Christine Walter-Klyavchko
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Christine Isham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
May 22, 2006 - Present
NORTHERN FINANCIAL ADVISORS, INC
Office #1: 74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304RIA
CRD#: 121088
BLOOMFIELD HILLS, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NORTHERN FINANCIAL ADVISORS, INC
NORTHERN FINANCIAL ADVISORS, INC | NORTHERN FINANCIAL ADVISORS, INC.
CRD#: 121088 / SEC#: 801-119217
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)California
Registered Investment Advisory firm - (9/12/2020 Terminated)Florida
Registered Investment Advisory firm - (8/13/2020 Terminated)Michigan
Registered Investment Advisory firm - (8/14/2020 Terminated)Ohio
Registered Investment Advisory firm - (10/31/2018 Terminated)Texas
Registered Investment Advisory firm - (8/13/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/22/2006)
IAR
Florida(1/3/2008)
IAR
Michigan(10/8/2010)
IAR
Texas(4/20/2007)
Exams
Current Firm
NORTHERN FINANCIAL ADVISORS, INC
NORTHERN FINANCIAL ADVISORS, INC | NORTHERN FINANCIAL ADVISORS, INC.
CRD#: 121088 / SEC#: 801-119217
RIA
Registered Investment Advisory firm - (7/31/2020 Approved)California
Registered Investment Advisory firm - (9/12/2020 Terminated)Florida
Registered Investment Advisory firm - (8/13/2020 Terminated)Michigan
Registered Investment Advisory firm - (8/14/2020 Terminated)Ohio
Registered Investment Advisory firm - (10/31/2018 Terminated)Texas
Registered Investment Advisory firm - (8/13/2020 Terminated)Loading...
Contact information
Main Address
74 E. Long Lake Rd. Suite 200, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 985-1632
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,957 |
| AUM (Assets Under Management) | $ 684,018,783 |
Red Flags
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