Unclaimed Profile

Eric Richter

NORTH STAR ASSET MANAGEMENT INC·MENASHA, Wisconsin

Series 65Clean record30 years registeredNORTH 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 · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NORTH STAR ASSET MANAGEMENT INC

NORTH STAR ASSET MANAGEMENT INC

Jun 1996 – Apr 2019

MENASHA, WI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 7, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH STAR ASSET MANAGEMENT INC

CRD 106489 · SEC 801-52034

AUM

$2.7B

Regulatory assets under management

Employees

3,090 client accounts

Services offered by NORTH STAR ASSET MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH STAR ASSET MANAGEMENT INC →

Introduction

Speak with Eric

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Eric is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MENASHA?

Browse all registered financial advisors in MENASHA, Wisconsin or claim this profile if it's yours.

Browse MENASHA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Eric Richter offer?

Eric Richter specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with NORTH STAR ASSET MANAGEMENT INC.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →