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DK

Drew J. Krepline

NORTH STAR ASSET MANAGEMENT
Neenah, WI 54956
Some features on this profile are disabled
CRD#: 7073264
DK

Professional summary

Drew Joseph Krepline, who also goes by Drew Krepline, is a registered financial advisor currently at NORTH STAR ASSET MANAGEMENT INC located in Neenah, Wisconsin.

Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Drew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Drew Krepline

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Drew Joseph Krepline'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

October 13, 2021 - 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
(10/13/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/28/2021
Uniform Investment Adviser Law Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV2025 (3/27/2025)

Regulatory assets under management

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

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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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