NORTHSTAR FINANCIAL PLANNERS, INC.
CRD #131507 SEC #801-79605 PLANTATION, FL 954-693-0030
SEC Registered
Total AUM
$273.1M
Discretionary
$273.1M
Employees
9
Clients
251
Accounts
966
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| GLANZ, GARY, STEVEN | I | VICE PRESIDENT | NA | |
| Hergenreter, Joel, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hergenreter, Joel, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hergenreter, Joel, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hergenreter, Joel, Daniel | I | CHIEF COMPLIANCE OFFICER | NA | |
| Hergenreter, Joel, Daniel | I | CCO | NA | |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATING OFFICER | NA | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | E | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO/CCO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO/CCO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO/CCO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO/CCO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| GIESE, ALLEN, PAGE | I | PRESIDENT/CEO | D | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | C | Control |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | C | |
| TEPPER, STEVE, LEE | I | CHIEF OPERATIONS OFFICER | C | |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
| TEPPER, STEVE, LEE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | B | Control |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (9)
CA CO FL GA IL LA NY TN TX
Address
1250 S. PINE ISLAND ROADSUITE 275
PLANTATION, FL 33324
United States
Phone: 954-693-0030