Alex
Brusda
North Star Asset Management Inc
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About this Advisor
Alex Brusda is a certified financial planner and chartered financial analyst operating in Neenah, Wisconsin who has 8 years of relevant experience. Brusda is an advisor for North Star Asset Management Inc. Brusda has gained experience at North Star Asset Mgt. Inc, Kpmg Llp and North Star Asset Mgt Inc. Brusda maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Wisconsin. North Star Asset Management Inc is a registered investment business that has its headquarters in Neenah, WI. It handles $2 billion in assets under management across its 3,098 accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 35 charities and foundations. Of its 3,098 client accounts, 18% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by North Star Asset Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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North Star Asset Management Inc Brokerage Details
$2,324,356,049
18
3,098
$750,276
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alex Brusda Work History
Alex has been registered as a financial advisor for 8 years.*
North Star Asset Mgt Inc
North Star Asset Mgt. Inc
Kpmg Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Brusda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at North Star Asset Management Inc
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
Neenah, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
