Geoffry Penn
North Star Asset Management · Neenah, Wisconsin
Geoffry Penn is a fee-only financial advisor at North Star Asset Management in Neenah, Wisconsin, who holds the CFA credential. Geoffry charges a percentage of assets (0.6% a year on the first tier of assets managed).
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Facts
| Firm | North Star Asset Management |
|---|---|
| Based in | Neenah, Wisconsin |
| Fee model | Percentage 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WI · CRD 2705851 |
| Exams passed | Series 63 (1996) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.northstarinvestments.com |
How Geoffry'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).
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Questions about Geoffry
Is Geoffry Penn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Geoffry 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 Geoffry charge for financial advice?
Geoffry charges a percentage of assets.
How much does Geoffry 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 Geoffry Penn based?
Geoffry Penn is based in Neenah, Wisconsin.
What credentials does Geoffry Penn hold?
Geoffry Penn holds the CFA credential.
Is Geoffry Penn registered with the SEC?
Yes. Geoffry Penn is registered as an investment adviser representative in WI (CRD 2705851), 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 Geoffry Penn?
Through Geoffry's website, www.northstarinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- North Star Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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