N.e.w. Advisory Services, LLC
N.e.w. Advisory Services, LLC (CRD# 290405) is a financial advisory firm headquartered in De Pere, WI. They manage $1,098,751,016 in 7,313 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,099MILLION
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Total Number of Accounts7,313ACCOUNTS
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Average Account Value$150,246
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MI, MN, MO, NC, SC, TN, TX, VA, WI
James Alberts (CRD# 2768576) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Green Bay, WI and has over 27 years of experience in the finance industry.
Debra Deleers (CRD# 6518628) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in De Pere, WI and has over 8 years of experience in the finance industry.
Robbie Hayes (CRD# 5636279) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in De Pere, WI and has over 9 years of experience in the finance industry.
Evan Henderson (CRD# 6499700) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Appleton, WI and has over 6 years of experience in the finance industry.
Andrew Hermsen (CRD# 4673352) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Hobart, WI and has over 20 years of experience in the finance industry.
Michael Johnson (CRD# 1514857) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Hobart, WI and has over 37 years of experience in the finance industry.
Michael Londre (CRD# 6031717) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Appleton, WI and has over 12 years of experience in the finance industry.
Ryan O'leary (CRD# 5848870) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in De Pere, WI and has over 13 years of experience in the finance industry.
Michael Whitehouse (CRD# 2410563) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Appleton, WI and has over 30 years of experience in the finance industry.
Nicholas Zerillo (CRD# 4320739) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Green Bay, WI and has over 23 years of experience in the finance industry.