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.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| New Advisory Services LLC | Green Bay, WI | Jun 2022 - Current | 1 |
| Geneos Wealth Management Inc. | Green Bay, WI | Jun 2022 - Current | 1 |
| Alberts Cpa And Associates, LLC | Green Bay, WI | Jan 1998 - Current | 26 |
| Woodbury Financial | Green Bay, WI | Sep 2004 - Jun 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
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- 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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