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Julie Johnson

Advisor at Northland Capital Management

Updated today

Location

Virginia, MN 55792

Credentials

Series 65

Industry experience

9 years

About

Julie Johnson is a financial advisor at Northland Capital Management with nine years of industry experience. She holds a Series 65 designation and has been with Northland Capital Management since 2016. Northland Capital Management is a fee-only investment advisory firm that manages discretionary portfolios using a top-down, model-portfolio approach with allocations from Conservative to All Equity. The firm serves a diverse client base, including pension plans, and emphasizes value-style equities, offering both standard and ESG model portfolios primarily through ETFs and mutual funds.

Client services

Based on Northland Capital Management

Financial planning Portfolio management

Expertise

Based on Northland Capital Management

ESG / Sustainable investing Factor investing / smart beta

Fee options

Percentage

1.00% per year (0.25% per quarter)

Project-based

$100 per hour for ad hoc services and extraordinary financial planning

Other

Fee-only: Primary source of income is fee-only investment advisory fee

Location

401 North 6 Th Avenue, Suite 220

Virginia, MN 55792

Most active in

Minnesota

Work history

Northland Capital Management LLC

2016 - Present (10 years)

None

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul M

CFP®, ChFC®, Series 63, Series 65

Eveleth, MN

Due North Financial, LLC

Paul Muhich is a CFP® and ChFC® with 29 years of industry experience. He is the sole advisor at Due North Financial, LLC, where he has worked since 2016. Muhich serves as a commissioner on the City of Eveleth Planning Commission and performs as a vocal soloist for various churches in Minnesota. Due North Financial, LLC provides discretionary asset management and financial planning primarily for individual clients, as well as charitable organizations and some corporate clients. The firm utilizes documented investment programs with fundamental and technical analysis, employs third-party model portfolios and sub-advisors, and maintains an active insurance practice alongside its advisory services.

General estate planning guidance Charitable giving & philanthropy Cash flow / budgeting
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Andrew R

Series 65

Virginia, MN

Northland Capital Management

Andrew Rogers is a financial advisor at Northland Capital Management with a Series 65 designation and four years of industry experience. Prior to joining Northland Capital Management in 2021, he worked for Cleveland-Cliffs Northshore Mining Company for 14 years. Northland Capital Management is a fee-only investment advisory firm managing model-based portfolios primarily using ETFs and mutual funds, with a focus on value-style equities. The firm serves a diverse client base, including pension plans, and offers both standard and ESG model portfolios with regular portfolio reviews and performance reporting.

ESG / Sustainable investing Factor investing / smart beta
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Christopher E

Series 63, Series 65

Virginia, MN

Northland Capital Management

Christopher Erickson is a financial advisor at Northland Capital Management with 15 years of industry experience. He has been with Northland Capital Management since 2008. Erickson holds Series 63 and Series 65 designations. Northland Capital Management is a fee-only investment advisory firm that manages discretionary portfolios and provides limited financial planning and consulting. The firm employs a top-down, model-portfolio approach with allocations ranging from conservative to all equity, primarily using ETFs and mutual funds with a focus on value-style equities.

ESG / Sustainable investing Factor investing / smart beta
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Adam L

CFP®, Series 65, Series 66

Britt, MN

Portfolio Medics, LLC

Adam Link is a CFP® with two years of industry experience, currently serving as a financial advisor at Portfolio Medics, LLC. He has previous roles including Engineering Manager at Coinbase and Managing Director at Fireweed Capital, where he is involved in real estate business. Portfolio Medics is an SEC-registered advisory firm managing over $550 million for approximately 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering a combination of strategic and tactical investment approaches across a variety of portfolios and strategies.

Active portfolio management Passive / index investing
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Scott B

Series 63, Series 65

Biwabik, MN

Commonwealth Financial Network

Scott Brandt is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at John Hancock from 2008 to 2023 and has been affiliated with both Commonwealth Financial Network and Opus 111 Group since 2024. Outside of his advisory work, he has served as an ice rink attendant for the City of Aurora Recreation Department. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operational and compliance support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired

Crystal S

Series 66

Virginia, MN

Edward Jones

Retirement income strategy General retirement planning Divorce financial planning Intergenerational Families
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