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NorthStar Financial Services Group, LLC Employee Directory

Financial ServicesNebraska, United States11-50 Employees

NorthStar Financial Services Group, LLC operates in the financial services sector, supplying a range of advisory and investment-management capabilities for fiduciary-minded advisers. Its offerings are delivered through a set of affiliated organizations under the Orion brand, including Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company. The client base spans boutique RIAs to enterprise-level firms that rely on integrated technology and investment solutions to serve clients, differentiate in a competitive market, and build sustainable businesses.

The company is based in Omaha, Nebraska. Recent 2026 news reports indicate Orion Advisor Solutions expanded its offices to King of Prussia, Pennsylvania, as part of a shift toward an AI-enabled workforce.

Find NorthStar Financial Services Group, LLC employees' phone numbers or email addresses

NorthStar Financial Services Group, LLC Global Highlights

Location
Employees

North America
285

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  • United States Of America
    285

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

NorthStar Financial Services Group, LLC's Leadership

  • Stylized image of a person
    R. M.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. C.
    Chief Information Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. E.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. F.
    Vp Human Resources
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. L.
    Vice President Branch Manager Senior
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. H.
    Vice President Business Banking
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    VP And Market Manager Kentucky And S Indiana
    Phone icon
    Mobile Phone

NorthStar Financial Services Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Finance
  • Banking
  • Human Resources
  • Information Technology
  • Other
  • Legal

Contact profiles from NorthStar Financial Services Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    G. C.
    Chief Information Officer
    Phone icon
    Mobile Phone
    United StatesMichigan
    Sep 29, 2025
  • Stylized image of a person
    N. M.
    President & Ceo
    Phone icon
    Mobile Phone
    United StatesNew York
    Feb 08, 2026
  • Stylized image of a person
    D. M.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    J. W.
    Office Manager Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. A.
    President
    Phone icon
    Mobile Phone
    United StatesNorth Dakota
    Oct 18, 2024
  • Stylized image of a person
    K. C.
    Owner And Bookkeeper
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. D.
    Partner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. E.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    May 21, 2026
  • Stylized image of a person
    R. M.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 09, 2024
  • Stylized image of a person
    S. K.
    Owner
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is NorthStar Financial Services Group, LLC known for?

Minus sign iconPlus sign iconNorthStar Financial Services Group, LLC was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 17605 Wright Street Omaha, Nebraska 68130 United States; you can contact the main corporate office by phone at
+1-402-895-****
. Explore NorthStar Financial Services Group, LLC's company overview page for more information.

What is NorthStar Financial Services Group, LLC's most common email format?

Minus sign iconPlus sign iconNorthStar Financial Services Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more NorthStar Financial Services Group, LLC email formats with LeadIQ.

How many employees does NorthStar Financial Services Group, LLC have currently?

Minus sign iconPlus sign iconNorthStar Financial Services Group, LLC has approximately 32 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are NorthStar Financial Services Group, LLC's key employees and leadership?

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As of June 2026, NorthStar Financial Services Group, LLC's key employees include:

  • Chief Executive Officer: R. M.
  • Chief Information Officer: G. C.
  • Chief Compliance Officer: D. M.
  • Chief Operating Officer: R. E.
  • Vp Human Resources: L. F.

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