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Mary Anne Lazowski

North Star Investment Management Corp.

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About Mary Anne Lazowski

Mary Anne Lazowski is an investment advisor representative with North Star Investment Management Corp. Mary Anne has been in the industry since 1982 and has a wide range of experience. Mary Anne is registered with the state of Illinois as an Investment Advisor Representative (IAR) and previously worked at NEWEDGE SECURITIES, INC., NORTH STAR INVESTMENT SERVICES, INC., FIRST ALBANY CORPORATION, PRUDENTIAL SECURITIES INCORPORATED, PAINEWEBBER INCORPORATED, EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, HORWITZ, SCHAKNER & ASSOCIATES, INC. and L. F. ROTHSCHILD & CO. INCORPORATED. Mary Anne has the following licenses: Series 3, Series 7, Series 8, Series 63, and Series 65. Mary Anne provides investment advisory services to individuals, investment companies, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Firm Information

Mary Lazowski is currently registered with North Star Investment Management Corp.. North Star Investment Management Corp. is a Chicago, Illinois-based investment firm with over $2 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers and wrap fee programs. North Star Investment Management Corp. serves a diverse range of clients including individuals, high-net-worth individuals, investment companies, charitable organizations, and pension and profit-sharing plans.
North Star Investment Management Corp.

20 N. WACKER DRIVE

CHICAGO, IL 60606-2902

$2.09B

Assets Under Management

Not reported

Total Clients

9

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Mary Lazowski’s Registration & Firm History

IL

07/09/2004 - Present

North Star Investment Management Corp. (CHICAGO IL)

IL

10/22/2016 - 09/03/2024

NEWEDGE SECURITIES, INC. (HIGHLAND PARK IL)

IL

07/10/2003 - 10/22/2016

NORTH STAR INVESTMENT SERVICES, INC. (CHICAGO IL)

NY

08/28/2000 - 07/07/2003

FIRST ALBANY CORPORATION (NEW YORK NY)

NY

04/25/1994 - 09/01/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

12/14/1992 - 04/22/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

MO

09/04/1990 - 11/20/1992

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NA

09/02/1988 - 09/04/1990

BLUNT ELLIS & LOEWI INCORPORATED

NA

03/07/1988 - 09/27/1988

HORWITZ, SCHAKNER & ASSOCIATES, INC.

NA

08/26/1982 - 07/27/1988

L. F. ROTHSCHILD & CO. INCORPORATED

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Licenses & Designations

IA

Issued 08/31/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/01/1989

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1998

Series 3 - National Commodity Futures Examination

BC

Issued 08/21/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Anne Lazowski.
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