BV

Benjamin D. Van Handel

NORTH STAR ASSET MANAGEMENT
Neenah, WI 54956
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CRD#: 6551091
BV

Professional summary


Benjamin Douglas Van Handel, who also goes by Benjamin Van Handel, Benjamin Vanhandel, is a registered financial advisor currently at NORTH STAR ASSET MANAGEMENT INC located in Neenah, Wisconsin.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Benjamin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Benjamin Van Handel | Benjamin Vanhandel

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Benjamin Douglas Van Handel's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 15, 2016 - Present

NORTH STAR ASSET MANAGEMENT INC

Office #1: 134 E. Wisconsin Ave. One Neenah Center, Suite 300, Neenah, WI 54956
RIA
CRD#: 106489
Neenah, WI

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NS
NORTH STAR ASSET MANAGEMENT INC
NORTH STAR ASSET MANAGEMENT INC

CRD#: 106489 / SEC#: 801-52034

RIA
Registered Investment Advisory firm - (6/7/1996 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(1/15/2016)

Exams


State Security Law Exam

Current Firm


NS
NORTH STAR ASSET MANAGEMENT INC
NORTH STAR ASSET MANAGEMENT INC

CRD#: 106489 / SEC#: 801-52034

RIA
Registered Investment Advisory firm - (6/7/1996 Approved)
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Contact information


Main Address
134 E. Wisconsin Ave. One Neenah Center, Suite 300, Neenah, WI 54956
Mailing Address
Phone number
(920) 729-7900
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (17 States and Territories)


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Regulatory assets under management


Total Number of Accounts3,290
AUM (Assets Under Management)$ 3,079,601,758

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTH STAR ASSET MANAGEMENT INC

CRD#: 106489Neenah, WI 54956

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