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Eric Richter

NORTH STAR ASSET MANAGEMENT INC·MENASHA, Wisconsin
Clean recordNORTH STAR ASSET MANAGEMENT INC
59 RACINE STREET, STE. A, MENASHA, WI 54952CRD# 2730761Firm CRD# 106489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Richter · MENASHA, WI
Registration
CRD #2730761 · NORTH STAR ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Richter is a registered financial advisor based in MENASHA, Wisconsin, affiliated with NORTH STAR ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NORTH STAR ASSET MANAGEMENT INC
NORTH STAR ASSET MANAGEMENT INC
AUM
$2.7B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at NORTH STAR ASSET MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2730761
Firm CRD# 106489
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Richter offer?
Eric Richter specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MENASHA, Wisconsin for a consultation.
What are Eric Richter's credentials?
Eric Richter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Richter located?
Eric Richter is based in MENASHA, Wisconsin, working with NORTH STAR ASSET MANAGEMENT INC. Their office serves clients in the MENASHA metropolitan area and surrounding communities.
How does Eric Richter charge for services?
Eric Richter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH STAR ASSET MANAGEMENT INC?
NORTH STAR ASSET MANAGEMENT INC has approximately 21 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTH STAR ASSET MANAGEMENT INC

Alex Jay Brusda
NEENAH, WI
Mark Patrick Reilly
NEENAH, WI
Michael David Flesch
NEENAH, WI
Thomas Kurkowski
MENASHA, WI
Benjamin Douglas Van Handel
NEENAH, WI
Bradley Craig Buchanan
NEENAH, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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