LPL Financial
37yrs
Top advisor by experience in Neenah
31yrs
David Risgaard
Full name on record: David William Risgaard
Financial advisor at North Star Asset Management
David Risgaard is a fiduciary financial advisor in Neenah, Wisconsin, with 31 years in the industry. David joined North Star Asset Management in 1996, a firm offering financial planning and investment management. David holds the CFA designation.
One of 66 advisors with offices in Neenah, and one of 61 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 11% by experience in Neenah
Office134 E. Wisconsin Ave. One Neenah Center, Suite 300, Neenah, WI 54956
How the firm is paid ?Percent of assets
Typical client at the firm ?$898,066
Advisors at the firm13
States licensed ?1 state
Services through North Star Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 1996 – nowNorth Star Asset Management Inc.Current firm
Contact David
(920) 729-7900North Star Asset Management main office 134 E. Wisconsin Ave. One Neenah Center, Suite 300Neenah, WI 54956Office · Get directions Firm websiteHTTPS://WWW.NORTHSTARINVESTMENTS.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call North Star Asset Management at (920) 729-7900 and ask for David Risgaard. David works from the Neenah, WI office.
How long has David been a financial advisor?
David has been in the industry since 1996, about 31 years. Top 11% by experience in Neenah.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
North Star Asset Management reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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