Jonathan D. Wolanyk

NORTHSTAR FINANCIAL PLANNING

Windham, NH 03087

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CRD#: 6994559

Professional summary

Jonathan David Wolanyk, who also goes by Jonathan David Wolanyk, Jon Wolanyk, Jonathan Wolanyk, is a registered financial advisor currently at NORTHSTAR FINANCIAL PLANNING, LLC located in Windham, New Hampshire.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jonathan has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan David Wolanyk | Jon Wolanyk | Jonathan Wolanyk

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.

1. Independent Licensed Insurance Agent, Licensed Since: November 2022, non-investment-related, Nashua, New Hampshire, licensed to sell life, accident, and health insurance but served in a support role and did not sell insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Wolanyk's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 9, 2025 - Present

NORTHSTAR FINANCIAL PLANNING, LLC

Office #1: 112 Range Road, Windham, NH 03087

RIA

CRD#: 117205

Windham, NH

Past

December 14, 2022 - June 6, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Nashua, NH

Past

December 14, 2022 - June 6, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Nashua, NH

Past

March 7, 2022 - November 3, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

NASHUA, NH

Past

March 7, 2022 - November 3, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

NASHUA, NH

Past

April 12, 2019 - July 27, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MERRIMACK, NH

Past

October 1, 2018 - July 24, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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".

NORTHSTAR FINANCIAL PLANNING, LLC

NORTHSTAR FINANCIAL PLANNING, INC. | NORTHSTAR FINANCIAL PLANNING, LLC

CRD#: 117205 / SEC#: 801-113219

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

Maine

Registered Investment Advisory firm - (10/23/2003 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/16/2018 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/1/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New Hampshire
(7/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/8/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/8/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2018

General Securities Representative Examination

Current Firm

NORTHSTAR FINANCIAL PLANNING, LLC

NORTHSTAR FINANCIAL PLANNING, INC. | NORTHSTAR FINANCIAL PLANNING, LLC

CRD#: 117205 / SEC#: 801-113219

RIA

Registered Investment Advisory firm - (5/11/2018 Approved)

Maine

Registered Investment Advisory firm - (10/23/2003 Terminated)

Massachusetts

Registered Investment Advisory firm - (5/16/2018 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/1/2018 Terminated)

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Contact information

Main Address

112 Range Road, Windham, NH 03087

Mailing Address

Phone number

(603) 458-2776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHSTAR FINANCIAL PLANNING, LLC. ADV BROCHURE (12/8/2025)

Regulatory assets under management

Total Number of Accounts	798
AUM (Assets Under Management)	$ 244,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jonathan D. Wolanyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Wolanyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

NORTHSTAR FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/8/2019

Series 63

Date: 10/8/2018

SIE

Date: 10/2/2018

Series 7

Date: 10/1/2018

Current Firm

NORTHSTAR FINANCIAL PLANNING, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHSTAR FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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