Molly Jo Chase
Investment adviser representative at Northern Capital Management, Inc.
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$918.2MFirm assets
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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
18 years in the industry.
- Northern Capital Management, Inc.Jun 2008 to now
- Northern Capital Retirement Services, Inc.Jan 2012 to Sep 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 4664622
- Firm CRD
- 111379