Unclaimed Profile

Sheldon Lawrence Goodman

NORTH STAR INVESTMENT MANAGEMENT CORPORATION·CHICAGO, Illinois

SIE, Series 1, Series 24, Series 63, Series 65Clean record21 years registeredNORTH STAR INVESTMENT MANAGEMENT CORPORATION

20 N. WACKER DRIVE, CHICAGO, IL 60606-2902CRD# 225329Firm CRD# 117681

Profile Verification

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

Identity

Sheldon Lawrence Goodman · CHICAGO, IL

Registration

CRD #225329 · NORTH STAR INVESTMENT MANAGEMENT CORPORATION · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTH STAR INVESTMENT MANAGEMENT CORPORATION

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

Feb 2005 – Nov 2022

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · February 17, 2005

Years registered · 21

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 Sheldon Lawrence Goodman offer?

Sheldon Lawrence Goodman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Sheldon Lawrence Goodman's credentials?

Sheldon Lawrence Goodman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheldon Lawrence Goodman located?

Sheldon Lawrence Goodman is based in CHICAGO, Illinois, last registered with NORTH STAR INVESTMENT MANAGEMENT CORPORATION.

How does Sheldon Lawrence Goodman charge for services?

Sheldon Lawrence Goodman'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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