Benjamin
Van Handel

North Star Asset Management Inc

CRD#6551091
Investment Advisor
in Neenah, WI

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About this Advisor

Benjamin Van Handel is a chartered financial analyst working in Neenah, Wisconsin with a total of 7 years of relevant experience. Van Handel is currently employed by North Star Asset Management Inc. During their career, the advisor has held roles at Uw Milwaukee and North Star Asset Management Inc. Van Handel holds a Series 65 license, designating them as an investment advisor representative, and can work in Wisconsin. North Star Asset Management Inc is a registered investment business headquartered in Neenah, WI. It controls $2 billion in total assets between its 3,098 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 35 charities and foundations. Of its 3,098 accounts, 18% are held by high-net-worth investors who have at least $1 million in investable 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 for financial advice are based on which services are offered. Fee types billed by North Star Asset Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

134 E. Wisconsin Ave. One Neenah Center, Suite 300
Neenah, WI 54956

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North Star Asset Management Inc Brokerage Details

Total Assets Under Management

$2,324,356,049

WI Average: $2,826,565,184
Total Number of Employees

18

WI Average: 43
Total Number of Accounts

3,098

WI Average: 1,898
Average Account Size

$750,276

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Benjamin Van Handel Work History

Benjamin has been registered as a financial advisor for 7 years.*

2013 - Present (11 years)

North Star Asset Management Inc

2008 - 2013 (5 years)

Uw Milwaukee

*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 Benjamin Van Handel 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

Drew Krepline
Neenah, WI
Emil Haque
Neenah, WI
Nathaniel Penn
Neenah, WI
Alex Brusda
Neenah, WI
Benjamin Van Handel
Neenah, WI
David Hackfort
Neenah, WI
Mark Reilly
Neenah, WI
Robert Huntley
Neenah, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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