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RIA / WealthAdvisor32 years in industry

PELEG HALPERN

Advisor at NORTH STAR WEALTH MANAGEMENT

Northbrook, IL | DEERFIELD, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NORTH STAR WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 21, 1994
First registration: Jun 18, 2001
Dual registered: no
IAPD individual key: 2459654

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NORTH STAR WEALTH MANAGEMENT	Independent wealth	Jun 20, 2023	n/a	yes	Northbrook, IL\|DEERFIELD, IL	Current employment
STRATEGIC PORTFOLIO MANAGERS	Independent wealth	Oct 27, 2010	Jul 31, 2023	no	NORTHFIELD, IL	Previous registration
NRP ADVISORS, INC.	n/a	May 1, 2009	Oct 20, 2010	no	NORTHBROOK, IL\|BRYAN, OH	Previous registration
VALLEY FINANCIAL MANAGEMENT, INC.	Bd affiliated wealth	Sep 13, 2006	May 1, 2009	no	CHICAGO, IL\|HIGHLAND PARK, IL	Previous registration
MESIROW FINANCIAL, INC.	n/a	Jun 18, 2001	Oct 4, 2006	no	CHICAGO, IL\|CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC PORTFOLIO MANAGERS	NORTH STAR WEALTH MANAGEMENT	Jul 31, 2023	Jun 20, 2023	-41	Firm change after gap	RIA to new firm
NRP ADVISORS, INC.	STRATEGIC PORTFOLIO MANAGERS	Oct 20, 2010	Oct 27, 2010	7	Firm change	Other
VALLEY FINANCIAL MANAGEMENT, INC.	NRP ADVISORS, INC.	May 1, 2009	May 1, 2009	0	Firm change	Other
MESIROW FINANCIAL, INC.	VALLEY FINANCIAL MANAGEMENT, INC.	Oct 4, 2006	Sep 13, 2006	-21	Firm change	Other

Relationships

Registered with (5)

→ NORTH STAR WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jun 20, 2023 to presentfactForm ADV
→ STRATEGIC PORTFOLIO MANAGERSRegistered adviserregistration: previous registration
Oct 27, 2010 to Jul 31, 2023factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
May 1, 2009 to Oct 20, 2010factForm ADV
→ VALLEY FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 13, 2006 to May 1, 2009factForm ADV
→ MESIROW FINANCIAL, INC.Registered adviserregistration: previous registration
Jun 18, 2001 to Oct 4, 2006factForm ADV

Dated events

Occurred
Jul 31, 2023
Advisor changed firm
Peleg Halpern left Strategic Portfolio Managers for North Star Wealth Management (registered 2023-06-20)
Form ADVobserved 4 days ago