North Star Asset Management Inc.

North Star Asset Management Inc. (CRD# 106489) is a financial advisory firm headquartered in Menasha, WI. They manage $1,213,047,244 in 1,858 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,213
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at North Star Asset Management Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Kenneth J. Brusda
CRD#: 2690659
59 Racine Street, Menasha, WI 54952
96
Wealthminder
score

Kenneth Brusda (CRD# 2690659) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 21 years of experience in the finance industry. Kenneth Brusda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Bradley C. Buchanan
CRD#: 2998769
59 Racine Street, Menasha, WI 54952
96
Wealthminder
score

Bradley Buchanan (CRD# 2998769) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 19 years of experience in the finance industry.

3
David L. Hackfort
CRD#: 5701412
59 Racine Street, Ste. A, Menasha, WI 54952
96
Wealthminder
score

David Hackfort (CRD# 5701412) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 8 years of experience in the finance industry.

4
Geoffry A. Penn
CRD#: 2705851
59 Racine St., Menasha, WI 54952
96
Wealthminder
score

Geoffry Penn (CRD# 2705851) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 21 years of experience in the finance industry.

5
Michael D. Flesch
CRD#: 2735403
59 Racine St., Menasha, WI 54956
93
Wealthminder
score

Michael Flesch (CRD# 2735403) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 21 years of experience in the finance industry.

6
Mark P. Reilly
CRD#: 2992100
59 Racine Street, Ste. A, Menasha, WI 54952
93
Wealthminder
score

Mark Reilly (CRD# 2992100) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 19 years of experience in the finance industry.

7
Eric F. Richter
CRD#: 2730761
59 Racine St., Menasha , WI 54952
93
Wealthminder
score

Eric Richter (CRD# 2730761) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha , WI and has over 21 years of experience in the finance industry.

8
David W. Risgaard
CRD#: 2719657
59 Racine Street, Menasha, WI 54952
93
Wealthminder
score

David Risgaard (CRD# 2719657) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 21 years of experience in the finance industry.

9
Susan C. Beaver
CRD#: 5709979
59 Racine Street, Ste. A, Menasha, WI 54952
90
Wealthminder
score

Susan Beaver (CRD# 5709979) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has 1 year of experience in the finance industry. Susan Beaver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Alex J. Brusda
CRD#: 6592138
59 Racine Street, Ste. A, Menasha, WI 54952
87
Wealthminder
score

Alex Brusda (CRD# 6592138) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.