What departments does NorthStar Financial Services Group, LLC have?

NorthStar Financial Services Group, LLC has employees across 13 departments including Administrative, Operations, Entrepreneurship, Business, Marketing.

What is the largest department at NorthStar Financial Services Group, LLC?

The largest department at NorthStar Financial Services Group, LLC is Operations with 2 employees.

Where are NorthStar Financial Services Group, LLC employees located globally?

NorthStar Financial Services Group, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has NorthStar Financial Services Group, LLC's team size changed over time?

NorthStar Financial Services Group, LLC's team has decreased from approximately 37 to 26 employees based on available data.

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.

NorthStar Financial Services Group, LLC Global Highlights

North America
281

United States Of America
281

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

NorthStar Financial Services Group, LLC's Leadership

R. E.
Chief Operating Officer
Mobile Phone
Email
S. H.
Vice President Managed Accounts
Mobile Phone
Email
T. S.
Vice President - Consumer Loan Officer
Mobile Phone
Email
T. B.
President Of Business Developement
Mobile Phone
Email
J. W.
Office Manager Partner
Mobile Phone
Email
S. K.
Owner
Mobile Phone
Email
A. M.
Assistant Vice President - Marketing Director
Mobile Phone
Email
E. G.
Assistant Vice President - Commercial Loan Officer
Mobile Phone
Email

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

Location

Last Update

E. M.
Strategic Consultant
Mobile Phone
Email
Oct 16, 2024
J. G.
Compliance Specialist
Mobile Phone
Email
Oct 16, 2024
J. K.
Technology Consultant
Mobile Phone
Email
Oct 22, 2024
K. H.
Corporate Events Specialist
Mobile Phone
Email
Nov 10, 2025
O. A.
Financial Data Analyst
Mobile Phone
Email
Oct 17, 2024
P. C.
Co Chair
Mobile Phone
Email
Jun 23, 2025
P. S.
Trade Show Coordinator
Mobile Phone
Email
Apr 24, 2025
S. H.
Fund Accountant
Mobile Phone
Email
Oct 16, 2024
B. S.
Deposit Operations Specialist
Mobile Phone
Email
Oct 19, 2025
A. S.
Mobile Phone
Email

Frequently Asked Questions

What is NorthStar Financial Services Group, LLC known for?

NorthStar Financial Services Group, LLC was founded in 2003 operates in the Financial Services industry; 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?

NorthStar 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?

NorthStar Financial Services Group, LLC has approximately 32 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

Chief Operating Officer: R. E.
Vice President Managed Accounts: S. H.
Vice President - Consumer Loan Officer: T. S.
President Of Business Developement: T. B.
Office Manager Partner: J. W.

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NorthStar Financial Services Group, LLC Employee Directory

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