Shawn Robert Paulson
Investment adviser representative at Northland Asset Management
12 yearsExperience
1 stateRegistered in
$405.5MFirm assets
11 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Northland Securities, Inc.Mar 2022 to now
- Thrivent FinancialNov 2018 to Mar 2022
- Thrivent Investment Management IncAug 2018 to Mar 2022
- YmcaAug 2018 to Nov 2018
- Bethel UniversityAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Northland Asset Management
Legal name: Northland Securities, Inc.
$405.5MAssets managed
875Clients
42Advisers
11 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
- 6991471
- Firm CRD
- 40258