Bradley Buchanan, financial advisor Menasha WI
96 score

Bradley Buchanan

CRD Number: 2998769
Current Firm: North Star Asset Management Inc.

Bradley Buchanan (CRD# 2998769) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
North Star Asset Management Inc. Menasha, WI Nov 1997 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Bradley C. Buchanan
Phone Number: 920-729-7900
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,213
    MILLIONS
  • Total Number of Accounts
    1,858
    ACCOUNTS
  • Average Account Value
    $652,878
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IL, MD, MI, MN, NJ, WI

Ready to hire a financial advisor? Get competitive proposals from Bradley Buchanan and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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