Geoffry Penn, financial advisor Neenah WI

Geoffry Penn

CRD Number: 2705851
Current Firm: North Star Asset Management Inc.

Geoffry Penn (CRD# 2705851) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
North Star Asset Management Inc. Neenah, WI May 1996 - Current 27
Associated Bank Neenah, WI Jun 1993 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
Contact Info for Geoffry A. Penn
Phone Number: 920-729-7900
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    2,324
    MILLIONS
  • Total Number of Accounts
    3,098
    ACCOUNTS
  • Average Account Value
    $750,276
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, GA, IL, MD, MI, MN, NC, NJ, NY, OH, SC, TX, UT, WI

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