Emily Jean Paukert
Investment adviser representative at Northern Capital Management, Inc.
10 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
10 years in the industry.
- Northern Capital Management, Inc.Mar 2025 to now
- Northern Capital Retirement Services, Inc.Mar 2025 to Sep 2026
- Maryhill WinerySep 2023 to Apr 2024
- Moss Adams Wealth AdvisorsAug 2019 to Mar 2025
- Moss Adams LLPAug 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7609878
- Firm CRD
- 111379