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Geoffry Alan Penn

North Star Asset Management Inc.

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About Geoffry Alan Penn

Geoffry Penn is a financial advisor with over 20 years of experience in the industry. He is currently a registered representative with North Star Asset Management Inc., based in Neenah, WI. Geoffry has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. He holds the Series 7 and Series 63 licenses, and is also a Chartered Financial Analyst (CFA). Geoffry has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals. He is committed to building long-term relationships with clients and providing them with the support they need to make informed financial decisions.

Firm Information

Geoffry Penn is currently registered with North Star Asset Management Inc.. North Star Asset Management Inc. is an investment advisor based in Neenah, WI, with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning and portfolio management for individuals, businesses, and charitable organizations. They manage a total of 3,090 accounts with a total of $2,727,420,238 in regulatory assets under management. North Star's services include portfolio management for individuals, portfolio management for businesses, and financial planning.
North Star Asset Management Inc.

134 E. WISCONSIN AVE.

NEENAH, WI 54956

$2.73B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Geoffry Penn’s Registration & Firm History

WI

06/07/1996 - Present

North Star Asset Management Inc. (Neenah WI)

WI

04/26/1996 - 07/11/1996

ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)

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Licenses & Designations

BC

Issued 02/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffry Alan Penn.
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