Unclaimed Profile

Robert Scott Huntley

NORTH STAR ASSET MANAGEMENT INC·NEENAH, Wisconsin

Clean recordNORTH STAR ASSET MANAGEMENT INC

134 E. WISCONSIN AVE., NEENAH, WI 54956CRD# 4344674Firm CRD# 106489

Profile Verification

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

Identity

Robert Scott Huntley · NEENAH, WI

Registration

CRD #4344674 · NORTH STAR ASSET MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Scott Huntley 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NORTH STAR ASSET MANAGEMENT INC

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTH STAR ASSET MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4344674

Firm CRD# 106489

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Scott Huntley offer?

Robert Scott Huntley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEENAH, Wisconsin for a consultation.

What are Robert Scott Huntley's credentials?

Robert Scott Huntley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Scott Huntley located?

Robert Scott Huntley 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 Robert Scott Huntley charge for services?

Robert Scott Huntley'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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