North Star Asset Management, based in Neenah, Wisconsin, is ranked No. 30 on this year’s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $3 billion
Accounts Under Management: 3,290
Years in Business: 28

  • Accepts clients in all 50 states
  • Physical offices in Wisconsin
  • $5 million minimum asset threshold

Leadership and Contact Information:
Ken Brusda, chairman
Michael Flesch, director
David Hackfort, president and managing director

northstarinvestments.com
134 East Wisconsin Ave., One Neenah Center, Suite 300, Neenah, WI 54956
(920) 729-7900