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 $1,098,751,016 in 7,313 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
2200 Dickinson Road, Unit 17a, De Pere, WI 54115
http://www.hermsenwealth.com/
By the Numbers
  • Total Assets Under Management
    1,099
    MILLION
  • Total Number of Accounts
    7,313
    ACCOUNTS
  • Average Account Value
    $150,246
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 11 - 13 of 13 top financial advisors.
11
Peter Johnson, financial advisor Hobart WI
Peter I. Johnson
CRD#: 6078184
1200 Centennial Centre Blvd, Sute 300, Hobart, WI 54155

Peter Johnson (CRD# 6078184) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Hobart, WI and has over 6 years of experience in the finance industry.

12
Christopher Lewis, financial advisor De Pere WI
Christopher J. Lewis
CRD#: 6973499
2200 Dickinson Road, Unit 17a, De Pere, WI 54115

Christopher Lewis (CRD# 6973499) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in De Pere, WI and has over 2 years of experience in the finance industry.

13
Justin Steinbrinck, financial advisor Green Bay WI
Justin Steinbrinck
CRD#: 7545289
801 Hoffman Road, Suite 112, Green Bay, WI 54301

Justin Steinbrinck (CRD# 7545289) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Green Bay, WI and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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