Mark Reilly, financial advisor Menasha WI
93 score

Mark Reilly

CRD Number: 2992100
Current Firm: North Star Asset Management Inc.

Mark Reilly (CRD# 2992100) 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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Company Name Location Dates Years
North Star Asset Management Inc. Menasha, WI Dec 2006 - Current 10
M&i Investment Management Corp. Appleton, WI Nov 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Mark P. Reilly
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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