David William Risgaard
Financial advisor at North Star Asset Management Inc · Neenah, WI
Last updated 2026-10-10
Claim your profileDavid William Risgaard is a financial advisor at North Star Asset Management Inc in Neenah, WI, CRD 2719657. Licenses and exams on the registration: Series 65. First registered 1996-06-07.
Registration
- CRD number
- 2719657
- Registration status
- Active
- First registered
- 1996-06-07
- Years of experience
- 30
- States registered
- WI
Licenses and exams
- Series 65
Designations
- Chartered Financial Analyst
Work history
- 1996-05 to Present · Associated Bank NA · Neenah, WI
- 1996-05 to Present · North Star Asset Management Inc. · Neenah, WI
Current employment
- North Star Asset Management Inc · Neenah, WI
North Star Asset Management Inc
- Regulatory AUM
- $3,351,878,334
- Registered advisors
- 13
- Offices
- 3
- Clients per advisor
- 273.4 (Very high)
- Average AUM per client
- $943.1K (Low)
- High-net-worth client ratio
- 23.6% (Moderate)
North Star Asset Management Inc: advisors, services and reported ETF investments
Reported ETF positions
North Star Asset Management reports 50 ETF positions worth $402M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHB — Schwab U.S. Broad Market ETF | $80.3M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $68.9M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $52.5M |
| SCHF — Schwab International Equity ETF | $21.1M |
| SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF | $17.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
North Star Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $2.4M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $11.5M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VEU — Vanguard FTSE All World Ex US ETF | $7.6M | Top 97.5% | Residual alpha +0.61% · Residual Sharpe 0.03 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $735.5K | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by North Star Asset Management Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
Location
134 E. Wisconsin Ave., Neenah, WI 54956
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 920-729-7900
- Website: northstarinvestments.com
Official record
Are you David William Risgaard?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.