Unclaimed Profile

David Leo Hackfort

NORTH STAR ASSET MANAGEMENT INC·NEENAH, Wisconsin

Series 65Clean record16 years registeredNORTH STAR ASSET MANAGEMENT INC

134 E. WISCONSIN AVE., NEENAH, WI 54956CRD# 5701412Firm CRD# 106489

Profile Verification

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

Identity

David Leo Hackfort · NEENAH, WI

Registration

CRD #5701412 · NORTH STAR ASSET MANAGEMENT INC · 16 years registered

Brand Profile

Not yet started

Career History

NORTH STAR ASSET MANAGEMENT INC

Dec 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 9, 2009

Years registered · 16

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

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Frequently Asked Questions

What services does David Leo Hackfort offer?

David Leo Hackfort specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEENAH, Wisconsin for a consultation.

What are David Leo Hackfort's credentials?

David Leo Hackfort is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Leo Hackfort located?

David Leo Hackfort is based in NEENAH, Wisconsin, working with NORTH STAR ASSET MANAGEMENT INC. Their office serves clients in the NEENAH metropolitan area and surrounding communities.

How does David Leo Hackfort charge for services?

David Leo Hackfort'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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