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Nathaniel Roland Penn

North Star Asset Management Inc.

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About Nathaniel Roland Penn

Nathaniel Roland Penn is a registered Investment Advisor Representative with North Star Asset Management Inc., licensed in Wisconsin. Nathaniel holds the Series 65 license and has been in the industry since 2017. Nathaniel has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. North Star Asset Management Inc. is a firm with a long history of providing investment advice and portfolio management services to individuals and institutions. North Star Asset Management Inc. manages over $2.7 billion in assets.

Firm Information

Nathaniel 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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Nathaniel Penn’s Registration & Firm History

WI

10/13/2021 - Present

North Star Asset Management Inc. (NEENAH WI)

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Licenses & Designations

IA

Issued 10/02/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathaniel Roland Penn.
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