NORTHERN CAPITAL RETIREMENT SERVICES, INC.
CRD #163327 SEC #801-77836 SPOKANE, WA 509-456-2526
SEC Registered
Total AUM
$263.2M
Discretionary
$263.2M
Employees
11
Clients
10
Accounts
22
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| BURKE, LISA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| DAHMEN, SARAH, JUNETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ISOTALO, JENNIFER, Lynn | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MILLER, SARAH, JUNETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, SARAH, JUNETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, SARAH, JUNETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, SARAH, JUNETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, SARAH, JUNETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, SARAH, JUNETTE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SILVA, LAURIE, JO | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | PRESIDENT/CEO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WILSON, JAMES, KARL | I | MANAGING PARTNER/PRESIDENT/CFO | E | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF OPERATIONS OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF EXECUTIVE OFFICER | A | Control |
| WARNER, MICHELLE, LYNN | I | CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Jul 24, 2025 REGISTERED
Notice Filings (2)
ID WA
Address
2700 S SOUTHEAST BOULEVARDSUITE 205
SPOKANE, WA 99223
United States
Phone: 509-456-2526