Drew
Krepline

North Star Asset Management Inc

CRD#7073264
Investment Advisor
in Neenah, WI

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About this Advisor

Drew Krepline is a financial advisor based in Neenah, Wisconsin, working with North Star Asset Management Inc. Drew has previously held positions at North Star Asset Management Inc, Uw Oshkosh, and Kaukauna High School. Drew has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Drew is part of North Star Asset Management Inc, which operates out of Neenah, Wisconsin. The firm has 21 employees and manages assets totaling $2.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at North Star Asset Management Inc includes asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

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

$2,727,420,238

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

21

WI Average: 43
Total Number of Accounts

3,090

WI Average: 1,898
Average Account Size

$882,660

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

Drew Krepline Work History

2021 - Present (3 years)

North Star Asset Management Inc

2016 - 2021 (5 years)

Uw Oshkosh

2012 - 2016 (4 years)

Kaukauna High School

Disclosures

Please visit the SEC profile of Drew Krepline 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

Nathaniel Penn
Neenah, WI
Benjamin Van Handel
Neenah, WI
Cole Seigworth
Neenah, WI
Drew Krepline
Neenah, WI
Jacob Johnson
Neenah, WI
Emil Haque
Neenah, WI
Alex Brusda
Neenah, WI
David Hackfort
Neenah, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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