UP NORTH FINANCIAL®

Up North Financial, LLC is a Northern Michigan-based financial services company featuring the flexability and accountability of a certified registered investment advisor... Up North Financial®, LLC, a Registered Investment Advisor firm, is managed by Mark D. Herman. Investments that you entrust to our firm are placed in custody with Fidelity Investments, an industry leader... Up North Financial's team of professionals have 65 years of direct industry experience, and we look forward to applying our expertise to help you with your investment and financial plans. Working together we will take the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs.

Also known as: Up North Financial®, LLC

Primary location: Traverse City United States