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    • Northstar Wealth Management, LLC

    Northstar Wealth Management, LLC

    Northstar Wealth Management, LLC 0 5 0

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    Contact person: Judd Hatch (+)

    7666 East 61st Street, Tulsa 74133, Oklahoma

    Financial Advisor

    Type:
    Agent/Representative
    Categories:
    General info

    Judd received his Bachelor of Arts degree from Anderson University, and holds the designation of Accredited Asset Management Specialist from the College for Financial Planning. For over the past 12 years, Judd has been helping clients accumulate and protect wealth for themselves and their families. Prior to entering the securities industry, Judd worked for 7 years in the banking industry. He is currently a Registered Representative with Cambridge Investment Research, Inc. and an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.  He holds series 7, 63, and 66 securities licenses and is active in the following states:  NE, OK, and TX.  He is an Investment Advisor Representative (IAR) in Oklahoma.  Judd also holds insurance licenses in the following states: NE, OK, and TX.


    Judd manages a wide variety of investment and insurance products in portfolios customized to his client's needs and investment objectives.  Some of the product and account types available include Roth and traditional IRAs, annuities, life and long term care insurance.  He offers comprehensive college, estate, insurance, and retirement planning for clients.  He also assists business clients with company sponsored retirement plans , group employee benefits plans, and executive benefits.  Company sponsored retirement plans types include Simple IRAs, SEP IRAs, 401(k)/profit sharing plans, and deferred compensation.  Group employee benefit plans may include life, disability, long term care, dental, and vision insurance.


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