Unclaimed Profile

Eric Charles Kuby

NORTH STAR INVESTMENT MANAGEMENT CORPORATION·CHICAGO, Illinois

SIE, Series 3, Series 5, Series 7, Series 15, Series 52TO, Series 53, Series 63, Series 65Clean record26 years registeredNORTH STAR INVESTMENT MANAGEMENT CORPORATION

20 N. WACKER DRIVE, CHICAGO, IL 60606-2902CRD# 1203246Firm CRD# 117681

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Charles Kuby · CHICAGO, IL

Registration

CRD #1203246 · NORTH STAR INVESTMENT MANAGEMENT CORPORATION · 26 years registered

Brand Profile

Not yet started

Career History

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

Sep 2004 – present

WACHOVIA SECURITIES, LLC

Aug 2000 – Oct 2004

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 5

Series 7

Series 15

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · August 5, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

CRD 117681 · SEC 801-62013

AUM

$2.1B

Regulatory assets under management

Employees

2,434 client accounts

Services offered by NORTH STAR INVESTMENT MANAGEMENT CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at NORTH STAR INVESTMENT MANAGEMENT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Eric Charles Kuby offer?

Eric Charles Kuby specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Eric Charles Kuby's credentials?

Eric Charles Kuby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Charles Kuby located?

Eric Charles Kuby is based in CHICAGO, Illinois, working with NORTH STAR INVESTMENT MANAGEMENT CORPORATION. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Eric Charles Kuby charge for services?

Eric Charles Kuby's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH STAR INVESTMENT MANAGEMENT CORPORATION?

NORTH STAR INVESTMENT MANAGEMENT CORPORATION has approximately 29 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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