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Nathan Kriplin

Investment adviser representative at Northbridge Financial Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$413.1MFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Northbridge Financial Group, LLCJun 2022 to now
  2. LPL Financial, LLCJun 2022 to now
  3. Goldman Sachs & Co. LLCJun 2020 to Jun 2022
  4. Mascoma Wealth ManagementJun 2019 to Sep 2019
  5. Ameriprise FinancialOct 2018 to May 2019
  6. Quechee ClubMay 2018 to Sep 2018
  7. Members Advantage Community Credit UnionMay 2017 to May 2018
  8. Bryant UniversitySep 2016 to May 2020
  9. Fore U GolfJul 2014 to Jul 2017
  10. USA HockeyNov 2012 to Mar 2020

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

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

Northbridge Financial Group, LLC

$413.1MAssets managed
487Clients
9Advisers
6 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
7266975
Firm CRD
310394
Advisor's SEC record (opens in a new tab)
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