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Michelle Lynn Warner

Investment adviser representative at Northern Capital Management, Inc.
29 yearsExperience
1 stateRegistered in
$918.2MFirm assets
32 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

29 years in the industry.

  1. Northern Capital Management, Inc.May 1997 to now
  2. Northern Capital Retirement Services, Inc.Jan 2012 to Sep 2026

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (WA).

Northern Capital Management, Inc.

$918.2MAssets managed
739Clients
10Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3042903
Firm CRD
111379
Advisor's SEC record (opens in a new tab)
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