Eric Jay Papenhagen

Employer firm

North Star Investment Management Corporation CRD 117681

$2.50B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 04/2020
  Vision Investment Services, Inc.
  Rosemont, IL
• 09/2004 → 04/2020
  Mb Financial
  Rosemont, IL
• 04/2020 → Present
  North Star Investment Management Corp.
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-14

Designations

• Certified Financial Planner