A complete list of active advisors currently associated with North Fork Financial, LLC
Warmer can help you find a great advisor at North Fork Financial, LLC or one who fits your needs even better.
North Fork Financial provides discretionary asset management and standalone financial planning and consulting for individuals (including high-net-worth clients), trusts, estates, charitable organizations and business entities such as corporations and limited liability companies. The firm reports managing approximately $27.8 million in discretionary assets and constructs portfolios that may include individual stocks, bonds, ETFs, options, mutual funds and other public and private investments, with ongoing monitoring and rebalancing. The firm tailors investment strategies to client objectives and risk tolerances, employing a range of asset-allocation approaches (strategic, dynamic, tactical and core-satellite) and using qualitative, sector and technical/charting analysis alongside both long- and short-term trading when appropriate. Financial planning engagements cover a broad set of topics — retirement, estate, charitable and education planning, corporate and personal tax planning, mortgage/debt analysis, real estate analysis and cost segregation studies — and written plans are generally completed within six months when information is provided. A noteworthy feature of the firm is that its representatives also act as licensed insurance agents/brokers and receive customary insurance commissions, a potential conflict the brochure discloses and that the firm says it seeks to mitigate. Other atypical aspects for a small adviser include offering specialized services such as cost segregation studies and corporate-structure/tax analysis, and not imposing formal account opening or maintenance requirements.
To learn more about the advisors currently working at North Fork Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hutchinson, KS
| 5
| |
Hutchinson, KS
| 17
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")