Christine Isham
CI
CFP
Christine Isham
CI
CFP

Christine Isham

19 Years of Experience

Christine Isham is a CFP-designated registered investment advisor at Northern Financial Advisors, INC, based in Bloomfield Hills, MI, with 19 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 324 clients with $680M in assets under management.

Compensation
Fixed/Hourly
Firm Size
6 advisors
Number of Clients
324 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$684.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Christine Isham
CI
Christine Isham

Location

74 E. Long Lake Rd., Suite 200, Bloomfield Hills, MI, 48304

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northern Financial Advisors, INC
May 2006 - Present · 19 yrs 11 mos
State Registrations4 states
CAFLMITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Christine Isham, EA, CFP®, President of Northern Financial Advisors is passionately committed to having all of her clients fully realize their finest financial dreams. Her business career began with a Bachelor of Science degree in Economics fromOaklandUniversitygraduating magna cum laude in 1989. Starting as a receptionist, she steadfastly grew as a personal financial planner, earning the Enrolled Agent (EA) designation and CERTIFIED FINANCIAL PLANNER® certificate even while developing her effectiveness in delivering outstanding results. Her EA admitted her to practice before the IRS. She is an active member of the National Association of Personal Financial Advisors (the premier fee-only FP association inAmerica) as well as the National Association of Tax Professionals (NATP). Very well rounded in her education and experience, she brings a synergy to her work as a tax and asset allocation specialist. Christine loves her work and it must show, considering how her clients genuinely appreciate her in return.

Christine Isham
CI
Contact
Christine Isham
Christine Isham - Financial Advisor | TrueAdvisor