Neuenschwander Asset Management, LLC

Neuenschwander Asset Management, LLC (CRD# 125179) is a financial advisory firm headquartered in McFarland, WI. They manage $71,347,590 in 345 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    345
    ACCOUNTS
  • Average Account Value
    $206,805
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Neuenschwander Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James V. Murphy
CRD#: 5429513
4893 Larson Beach Rd, McFarland, WI 53558
93
Wealthminder
score

James Murphy (CRD# 5429513) is an Investment Advisor Representative working at Neuenschwander Asset Management, LLC in McFarland, WI and has over 9 years of experience in the finance industry.

2
Roy E. Neuenschwander
CRD#: 4631209
4719 Farwell Street, McFarland, WI 53558
93
Wealthminder
score

Roy Neuenschwander (CRD# 4631209) is an Investment Advisor Representative working at Neuenschwander Asset Management, LLC in McFarland, WI and has over 13 years of experience in the finance industry.

3
Timothy J. Neuenschwander
CRD#: 5455364
4719 Farwell Street, McFarland, WI 53558
73
Wealthminder
score

Timothy Neuenschwander (CRD# 5455364) is an Investment Advisor Representative working at Neuenschwander Asset Management, LLC in McFarland, WI and has over 9 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.