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CRD#: 126159
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

NORTHERN LIGHTS DISTRIBUTORS, LLC is located at 4221 North 203rd Street, Suite 100, Elkhorn, NE 68022 and was first established at Kansas City, Nebraska in 12/31/2003. After operating for 22 years, NORTHERN LIGHTS DISTRIBUTORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of NORTHERN LIGHTS DISTRIBUTORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. NORTHERN LIGHTS DISTRIBUTORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at NORTHERN LIGHTS DISTRIBUTORS, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access NORTHERN LIGHTS DISTRIBUTORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at NORTHERN LIGHTS DISTRIBUTORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for NORTHERN LIGHTS DISTRIBUTORS, LLC Comes From

Understanding the Statistics for NORTHERN LIGHTS DISTRIBUTORS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
4221 North 203rd Street, Suite 100, Elkhorn, NE 68022
Mailing Address
4221 North 203rd Street, Suite 100, Elkhorn, NE 68022
Firm Size
Small
Phone Number
(855) 891-0091
Established
Nebraska since 12/31/2003
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
THE ULTIMUS GROUP MIDCO, LLCSOLE MEMBER
EVANS, GREGORY ASHTONFINANCIAL OPERATIONS PRINCIPAL4850219
GUERETTE, KEVINPRESIDENT2960114
JAMES, DAVID KENNETHMANAGER6998721
PRESTON, STEPHEN LYNNCHIEF COMPLIANCE OFFICER/AML OFFICER2217795
STRAIT, WILLIAM JOHNSECRETARY/GENERAL COUNSEL/MANAGER6123015

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Advisor's working at NORTHERN LIGHTS DISTRIBUTORS, LLC

DK

Daniel Wendell Krause

Daniel W Krause, Daniel Wendel Krause
IAR
RR
CRD#: 2158274
Location:
Calabasa, CA 91302
Company:
COUNTERPOINT ASSET MANAGEMENT LLC
Disclosures:
Experience:
34 years
View Profile
GV

Gayatri R Vyas

Gayatri P Pathak, Gayatri Rajiv Vyas
IAR
RR
CRD#: 4286408
Location:
Santa Monica, CA 90405
Company:
OCEAN PARK ASSET MANAGEMENT, LLC
Disclosures:
Experience:
25 years
View Profile
SF

Samar Farhangi

Samar Faghih-Nasiri, Samar Faghih Nasiri, Samar Nasiri
IAR
RR
CRD#: 5244270
CFP®: Certified Financial Planner
Location:
Lake Forest, CA
Company:
OCEAN PARK ASSET MANAGEMENT, LLC
Disclosures:
Experience:
17 years
View Profile
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