W Wellspent Public advisor graph
Wellspent public graph/Advisors/Emil Haque
Advisor

Emil Haque

North Star Asset Management · Neenah, Wisconsin

Emil Haque is a fee-only financial advisor at North Star Asset Management in Neenah, Wisconsin, who holds the CFA credential. Emil charges a percentage of assets (0.6% a year on the first tier of assets managed).

Percentage of assets Fee-only CFA

Request an introduction to Emil →

Facts

FirmNorth Star Asset Management
Based in Neenah, Wisconsin
Fee modelPercentage of assets
Fees (firm's website)0.6% a year on the first tier of assets managed
Assets under management$3.35B across 3,554 accounts
CredentialsCFA
SEC registration Investment adviser representative in WI · CRD 6607055
Exams passedSeries 63 (2016) · Series 65 (2016)
Firm size19 employees
Disclosures None reported
Websitewww.northstarinvestments.com
LinkedInProfile

How Emil's firm compares

  • North Star Asset Management's average account is about $943,000, from its Form ADV (assets managed divided by 3,554 accounts).

What fee-only advisors charge in Wisconsin

Request an introduction to Emil

Tell Emil a little about what you're looking for. Emil isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Emil

Is Emil Haque a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emil holds no broker registration, and North Star Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Emil charge for financial advice?

Emil charges a percentage of assets.

How much does Emil charge?

According to North Star Asset Management's website, checked October 30, 2026: 0.6% a year on the first tier of assets managed.

Where is Emil Haque based?

Emil Haque is based in Neenah, Wisconsin.

What credentials does Emil Haque hold?

Emil Haque holds the CFA credential.

Is Emil Haque registered with the SEC?

Yes. Emil Haque is registered as an investment adviser representative in WI (CRD 6607055), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does North Star Asset Management manage?

North Star Asset Management reports $3.35B across 3,554 accounts in assets under management.

How do I contact Emil Haque?

Through Emil's website, www.northstarinvestments.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

See something wrong? Request a correction. Read our methodology.