NorthStar Wealth Management, Inc.

Nathaniel Nyquist is a Series 65-licensed financial advisor at NorthStar Wealth Management, Inc. in Bloomington, MN, with four years of industry experience. Prior to joining NorthStar in 2021, he worked in various healthcare roles and serves as a registered dietitian at a mental health clinic. He is also a part-time soldier in the Wisconsin Army National Guard. NorthStar Wealth Management serves individuals, businesses, and 401(k) plans, managing approximately $71.6 million across 106 client accounts. The firm offers personalized wealth management and financial planning with discretionary portfolio management alongside a tech-driven ETF portfolio service featuring automated rebalancing and Monte Carlo-based planning tools.

James Broom is a financial advisor at NorthStar Wealth Management, Inc. in Bloomington, MN, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, Triad Hybrid Solutions, Triad Advisors, and Wells Fargo Advisors Financial Network. In addition to his advisory role, he is a certified divorce financial analyst through Divorce Strategies Group, Inc., where he provides financial tracing, lifestyle analysis, and expert witness services. NorthStar Wealth Management serves individuals, businesses, and 401(k) plans, managing approximately $71.6 million across about 106 client accounts with two advisors. The firm offers personalized wealth management and financial planning, combining fundamental analysis, modern portfolio theory, and technical analysis, along with a tech-driven ETF portfolio service featuring automated rebalancing and Monte Carlo-based planning tools.