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Bradley Craig Buchanan

North Star Asset Management Inc

Menasha, WI

CRD 2998769

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Employer firm

North Star Asset Management Inc CRD 106489

$3.35B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
North Star Asset Management Inc

One Neenah Center, Suite 300, Neenah, WI 54956 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 1998-01-02
  • WI RA
    APPROVED
    Since 1998-01-02

Branch Locations

134 E. Wisconsin Ave. One Neenah Center, Suite 300, Menasha, WI 54956 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
North Star Asset Management Inc Menasha WI 11/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-19
  • S65 Uniform Investment Adviser Law Examination
    1997-12-19
Designations
  • Chartered Financial Analyst
Other Names
  • Bradley C Buchanan

View on SEC IAPD

Nearby Firms

PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC

Nearby Investors

LYLE GLEN HANSON
LANDON RICHARD WIESE
CYNTHIA SUZANNE FOX

Nearby Offices

PFS INVESTMENTS INC. · MENASHA, WI
CETERA INVESTMENT ADVISERS LLC · Menasha, WI
EAGLE STRATEGIES LLC · MENASHA, WI

More in Menasha, WI

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