ChooseAFinancialAdvisor.com
Advisors / Illinois / Chicago
27yrs

Eric Papenhagen

Financial advisor at North Star Investment Management

Eric Papenhagen has worked in the financial industry for 27 years and is a financial advisor based in Chicago, Illinois. Eric joined North Star Investment Management in 2025, a firm offering financial planning, investment management, and private fund management. Eric holds the CFP® designation.

One of 6312 advisors with offices in Chicago.

Chicago, IL 60606CFP®Top 19% by experience in Chicago
Call the officeDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 19% by experience in Chicago
Office20 N. Wacker Drive Suite 2027, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$770,709
Advisors at the firm11
States licensed ?1 state

Services through North Star Investment Management

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. Oct 2025 – now

Questions to ask Eric

Tailored to Eric’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Eric

How do I contact Eric?

Call North Star Investment Management at (312) 580-0900 and ask for Eric Papenhagen. Eric works from the Chicago, IL office.

How long has Eric been a financial advisor?

Eric has been in the industry since 1999, about 27 years. Top 19% by experience in Chicago.

What licenses does Eric hold?

Series 63. Tap any license on this page to see what it allows.

Is Eric a fiduciary?

Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Eric paid?

North Star Investment Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric 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.

Other advisors nearby

William Blair & Company
47yrs
Louise Lane
Financial advisor
150 North Riverside Plaza
Chicago, IL 60606
Top advisor by experience in Illinois
Fiduciary
Call Directions
Cohen Capital
47yrs
Michael Cohen
Financial advisor
303 East Wacker Drive Suite 2103
Chicago, IL 60601
Top advisor by experience at Cohen Capital
Fiduciary
Call Directions
Oppenheimer & Co.
47yrs
Paul Sortal
Financial advisor
500 West Madison Suite 3800
Chicago, IL 60661
Top 1% by experience in Chicago
Fiduciary
Call Directions
Merrill
47yrs
Francis Roche
Financial advisor
110 N Wacker Dr
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions
William Blair & Company
47yrs
Stephen Elkins
Financial advisor
150 North Riverside Plaza
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions
Morgan Stanley
47yrs
James Gillespie
Financial advisor
233 South Wacker Drive Suite 8600
Chicago, IL 60606
Top 1% by experience in Chicago
Fiduciary
Call Directions

See all advisors near Chicago