NORTHLANDING FINANCIAL PARTNERS, LLC

CRD #167055 SEC #801-77720 ROCHESTER, NY (585) 497-5000

SEC Registered

Total AUM

$129.3M

Discretionary

$129.3M

Employees

Clients

101

Accounts

418

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 23, 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
BRADLEY, H. ROBERT	I	CHIEF COMPLIANCE OFFICER	NA	Control
BRADLEY, H. ROBERT	I	ADVISOR	NA	Control
BRADLEY, H. ROBERT	I	ADVISOR	NA	Control
CAREY, BRYCE, P	I	CHIEF OPERATIONS OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
CAREY, BRYCE, P	I	CHIEF COMPLIANCE OFFICER	NA	Control
KELM, STEPHANIE, MICHEL	I	CHIEF COMPLIANCE OFFICER	NA
KELM, STEPHANIE, MICHEL	I	CHIEF COMPLIANCE OFFICER	NA
KELM, STEPHANIE, MICHEL	I	CHIEF COMPLIANCE OFFICER	NA
KELM, STEPHANIE, MICHEL	I	CHIEF COMPLIANCE OFFICER	NA
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	E	Control
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	E	Control
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	E	Control
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	E	Control
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	E	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BPCB WEALTH PLANNING, INC.	DE	MEMBER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	PARTNER	C	Control
BRADLEY, H. ROBERT	I	CO-MANAGING PARTNER	C	Control
BRADLEY, H. ROBERT	I	PARTNER	C	Control
BRADLEY, H. ROBERT	I	PARTNER	C	Control
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
BRADLEY, H. ROBERT	I	PARTNER	C	Control
BRADLEY, H. ROBERT	I	PARTNER	C	Control
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
BRADLEY, H. ROBERT	I	PARTNER, CHIEF COMPLIANCE OFFICER	C	Control
CAREY, BRYCE, P	I	PARTNER	C	Control
CAREY, BRYCE, P	I	PARTNER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN WEALTH MANAGEMENT, INC.	DE	MEMBER	C	Control
GARSIN, ERIC, MARC	I	PARTNER	C	Control
GARSIN, ERIC, MARC	I	PARTNER	C	Control
GARSIN, ERIC, MARC	I	PARTNER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	CO-MANAGING PARTNER & CHIEF COMPLIANCE OFFICER	C	Control
KLATT, SCOTT, GREGORY	I	PARTNER	C	Control
KLATT, SCOTT, GREGORY	I	PARTNER	C	Control
KLATT, SCOTT, GREGORY	I	PARTNER	C	Control
KLATT, SCOTT, GREGORY	I	PARTNER	C	Control
KLATT, SCOTT, GREGORY	I	PARTNER	C	Control
VERITAS PLANNED CAPITAL, INC.	DE	MEMBER	C	Control
VERITAS PLANNED CAPITAL, INC.	DE	MEMBER	C	Control
VERITAS PLANNED CAPITAL, INC.	DE	MEMBER	C	Control
VERITAS PLANNED CAPITAL, INC.	DE	MEMBER	C	Control
CAREY, BRYCE, P	I	PARTNER	B
CAREY, BRYCE, P	I	PARTNER	B
CAREY, BRYCE, P	I	PARTNER	B
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
CAREY, BRYCE, P	I	PARTNER	B	Control
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B	Control
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B	Control
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B	Control
JONES, MARK, BRADFORD	I	MANAGING PARTNER	B	Control
JONES, MARK, BRADFORD	I	SENIOR PARTNER	B	Control
JONES, MARK, BRADFORD	I	MANAGING PARTNER	B	Control
JONES, MARK, BRADFORD	I	MANAGING PARTNER	B	Control
JONES, MARK, BRADFORD	I	MANAGING PARTNER	B	Control
JONES, MARK, BRADFORD	I	MANAGING PARTNER	B	Control
JONES, MARK, BRADFORD	I	MANAGING PARTNER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BRADLEY, H. ROBERT	I	VERITAS PLANNED CAPITAL, INC.	E	Control
BRADLEY, H. ROBERT	I	VERITAS PLANNED CAPITAL, INC.	E	Control
BRADLEY, H. ROBERT	I	VERITAS PLANNED CAPITAL, INC.	E	Control
BRADLEY, H. ROBERT	I	VERITAS PLANNED CAPITAL, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
CAREY, BRYCE, P	I	BPCB WEALTH PLANNING, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control
GARSIN, ERIC, MARC	I	GARSIN WEALTH MANAGEMENT, INC.	E	Control

Registrations

Federal

Dec 23, 2025 REGISTERED

Notice Filings (8)

CA FL LA NC NH NY SC TX

Address

90 LINDEN OAKS
SUITE 220
ROCHESTER, NY 14625
United States

Phone: (585) 497-5000