North Star Asset Management Inc.

North Star Asset Management Inc. (CRD# 106489) is a financial advisory firm headquartered in Neenah, WI. They manage $2,727,420,238 in 3,090 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI 54956
https://www.northstarinvestments.com
By the Numbers
  • Total Assets Under Management
    2,727
    MILLION
  • Total Number of Accounts
    3,090
    ACCOUNTS
  • Average Account Value
    $882,660
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, SC, TX, UT, WI

Financial Advisors at North Star Asset Management Inc.
Showing 11 - 13 of 13 top financial advisors.
11
Drew Krepline, financial advisor Neenah WI
Drew Krepline
CRD#: 7073264
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI 54956

Drew Krepline (CRD# 7073264) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 2 years of experience in the finance industry.

12
Nathaniel Penn, financial advisor Neenah WI
Nathaniel R. Penn
CRD#: 7434968
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI 54956

Nathaniel Penn (CRD# 7434968) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 2 years of experience in the finance industry.

13
Cole Seigworth, financial advisor Neenah WI
Cole Seigworth
CRD#: 7831618
134 E. Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI 54956

Cole Seigworth (CRD# 7831618) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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