Unclaimed Profile

Mark Patrick Reilly

NORTH STAR ASSET MANAGEMENT INC·NEENAH, Wisconsin

Series 6, Series 63, Series 65Clean record26 years registeredNORTH STAR ASSET MANAGEMENT INC

134 E. WISCONSIN AVE., NEENAH, WI 54956CRD# 2992100Firm CRD# 106489

Profile Verification

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

Identity

Mark Patrick Reilly · NEENAH, WI

Registration

CRD #2992100 · NORTH STAR ASSET MANAGEMENT INC · 26 years registered

Brand Profile

Not yet started

Career History

NORTH STAR ASSET MANAGEMENT INC

Jan 2007 – present

M&I INVESTMENT MANAGEMENT CORP.

Feb 2000 – Dec 2006

APPLETON, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · February 11, 2000

Years registered · 26

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 Mark Patrick Reilly offer?

Mark Patrick Reilly specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEENAH, Wisconsin for a consultation.

What are Mark Patrick Reilly's credentials?

Mark Patrick Reilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Patrick Reilly located?

Mark Patrick Reilly 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 Mark Patrick Reilly charge for services?

Mark Patrick Reilly'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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