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Dane N

Series 65, Series 66

Marquette, MI

Northern Edge Wealth Management

Dane Nelson is an advisor at Northern Edge Wealth Management in Marquette, MI, holding Series 65 and Series 66 licenses. He has one year of industry experience, including prior work at Ameriprise and over a decade at Robert Half International. Northern Edge Wealth Management provides personalized financial planning and investment management services, primarily serving retirement-plan and other entity accounts. The firm employs a research-driven, long-term equity-oriented investment approach, combining fundamental analysis and dividend-growth stocks with mutual funds, ETFs, and external managers.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Tanner C

Series 66

Marquette, MI

Northern Edge Wealth Management

Tanner Carriere is a financial advisor at Northern Edge Wealth Management with three years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management provides personalized financial planning and investment management services, focusing on retirement-plan and entity accounts. The firm uses a research-driven, long-term approach that emphasizes fundamental analysis and dividend-growth equities while employing a range of investment vehicles and both in-house and external portfolio management.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Justin L

Series 66

Marquette, MI

Northern Edge Wealth Management

Justin Le Page is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Northern Edge Wealth Management and has prior experience at Ameriprise and Purshe Kaplan Sterling Investments. Northern Edge Wealth Management provides personalized financial planning and investment management services, focusing primarily on retirement-plan and other entity accounts. The firm employs a research-driven, long-term investment process with an emphasis on fundamental analysis and dividend-growth equities.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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Billie P

Series 66

Marquette, MI

Northern Edge Wealth Management

Billie Paveglio is a Series 66 licensed financial advisor with seven years of industry experience. She has been affiliated with Larson & Associates Ameriprise Financial Services, Inc. since 2016 and currently works at Northern Edge Wealth Management in Marquette, MI. Northern Edge Wealth Management provides personalized financial planning, discretionary and non-discretionary investment management, and advises qualified retirement plans. The firm serves a client base concentrated in retirement-plan and entity accounts, employing a research-driven, equity-oriented investment approach with emphasis on fundamental analysis and dividend-growth equities.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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