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David William Risgaard

NORTH STAR ASSET MANAGEMENT INC·NEENAH, Wisconsin
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134 E. WISCONSIN AVE., NEENAH, WI 54956CRD# 2719657Firm CRD# 106489
01

About

David William Risgaard is a registered financial advisor based in NEENAH, 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
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# 2719657
Firm CRD# 106489
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David William Risgaard offer?
David William Risgaard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEENAH, Wisconsin for a consultation.
What are David William Risgaard's credentials?
David William Risgaard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David William Risgaard located?
David William Risgaard 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 William Risgaard charge for services?
David William Risgaard'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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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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