AdvisorOS Directory
Claim Profile
NP

Nathaniel Roland Penn

NORTH STAR ASSET MANAGEMENT INC·NEENAH, Wisconsin
Unclaimed Profile
134 E. WISCONSIN AVE., NEENAH, WI 54956CRD# 7434968Firm CRD# 106489
01

About

Nathaniel Roland Penn 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# 7434968
Firm CRD# 106489
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEENAH?

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

Browse NEENAH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nathaniel Roland Penn offer?
Nathaniel Roland Penn specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEENAH, Wisconsin for a consultation.
What are Nathaniel Roland Penn's credentials?
Nathaniel Roland Penn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathaniel Roland Penn located?
Nathaniel Roland Penn 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 Nathaniel Roland Penn charge for services?
Nathaniel Roland Penn'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 →
Other advisors in NEENAH
Bradley Everett Benz — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCMichael Lawrence Wise — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCLaura A. Guy — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCGerald L. Schaper — SCHAPER BENZ & WISE INVESTMENT COUNSEL INCKimberly Anne Petersen — SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile