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.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| N.e.w. Advisory Services, LLC | Greenbay, WI | Nov 2017 - Current | 6 |
| Northright Financial | Green Bay, WI | Nov 2017 - Current | 6 |
| Geneos Wealth Management | Green Bay, WI | Nov 2017 - Current | 6 |
| Sii Investments, Inc. | Green Bay, WI | May 2016 - Nov 2017 | 1 |
| Navigator Planning Group | Green Bay, WI | Jan 1993 - Apr 2016 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- WI
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Total Assets Under Management1,099MILLIONS
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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
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- Financial planning services
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- Selection of other advisers (including private fund managers)
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