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.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Green Bay, WI | Oct 2022 - Current | 1 |
| N.e.w. Advisory Services LLC | Green Bay, WI | Oct 2022 - Current | 1 |
| Private Client Services | Louisville, KY | Jan 2018 - Oct 2022 | 4 |
| Nicolet Wealth Management, LLC | Green Bay, WI | Aug 2016 - Oct 2022 | 6 |
| Nicolet National Bank | Green Bay, WI | Apr 2016 - Oct 2022 | 6 |
| Sii Investments | Brillion, WI | Sep 2010 - Jan 2017 | 6 |
| Navigator Planning Group | Green Bay, WI | Oct 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- WI
-
Total Assets Under Management1,099MILLIONS
-
Total Number of Accounts7,313ACCOUNTS
-
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
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