NORTH STAR ASSET MANAGEMENT INC

NEENAH, Wisconsin·17 registered advisors·CRD# 106489
SEC# 801-520340920-729-7900
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
17
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at NORTH STAR ASSET MANAGEMENT INC

17 registered advisors
Alex Jay Brusda
NEENAH, Wisconsin
Benjamin Douglas Van Handel
NEENAH, Wisconsin
Bradley Craig Buchanan
NEENAH, Wisconsin
David Leo Hackfort
NEENAH, Wisconsin
David William Risgaard
NEENAH, Wisconsin
Drew Joseph Krepline
NEENAH, Wisconsin
Emil Anil Johannes Haque
NEENAH, Wisconsin
Eric Richter
MENASHA, Wisconsin
Geoffry Alan Penn
NEENAH, Wisconsin
Karen Marie Jochman
NEENAH, Wisconsin
Kenneth Jay Brusda
NEENAH, Wisconsin
Mark Patrick Reilly
NEENAH, Wisconsin
Michael David Flesch
NEENAH, Wisconsin
Nathaniel Roland Penn
NEENAH, Wisconsin
Renee Lucille Kaufert
NEENAH, Wisconsin
Robert Scott Huntley
NEENAH, Wisconsin
Thomas Kurkowski
MENASHA, Wisconsin
05

Office Locations

NEENAH, Wisconsin
15 advisors
MENASHA, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. NORTH STAR ASSET MANAGEMENT INC (CRD# 106489) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.