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 $838,108,918 in 6,463 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    838
    MILLION
  • Total Number of Accounts
    6,463
    ACCOUNTS
  • Average Account Value
    $129,678
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, LA, MI, MN, MO, NC, SC, TN, TX, VA, WI

Financial Advisors at N.e.w. Advisory Services, LLC
Showing 1 - 10 of 13 top financial advisors.
1
James J. Alberts
CRD#: 2768576
425 Packerland Dr., Suite C, Green Bay, WI 54303

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.

2
Debra Deleers
CRD#: 6518628
2200 Dickinson Road, Unit 17a, De Pere, WI 54115

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.

3
Robbie J. Hayes
CRD#: 5636279
2200 Dickinson Road, Unit 17a, De Pere, WI 54115

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.

4
Evan A. Henderson
CRD#: 6499700
100 W Lawrence St, Suite 415, Appleton, WI 54911

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.

5
Andrew R. Hermsen
CRD#: 4673352
1200 Centennial Centre Boulevard, Suite 300, Hobart, WI 54155

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.

6
Michael A. Johnson
CRD#: 1514857
1200 Centennial Centre Boulevard, Suite 300, Hobart, WI 54155

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.

7
Michael J. Londre
CRD#: 6031717
100 W. Lawrence Street, Suite 307, Appleton, WI 54911

Michael Londre (CRD# 6031717) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Appleton, WI and has over 11 years of experience in the finance industry.

8
Ryan M. O'leary
CRD#: 5848870
2200 Dickinson Rd, Unit 17a, De Pere, WI 54115

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.

9
Michael G. Whitehouse
CRD#: 2410563
100 West Lawrence Street, Suite 415, Appleton, WI 54911

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.

10
Nicholas G. Zerillo
CRD#: 4320739
801 Hoffman Road, Suite 112, Green Bay, WI 54301

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.

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