Plus Group Wealth Advisors, LLC

Plus Group Wealth Advisors, LLC (CRD# 300714) is a financial advisory firm headquartered in Belgium, WI. They manage $109,403,780 in 881 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
680 Main Street, Belgium, WI 53004
http://www.myplusgroup.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    881
    ACCOUNTS
  • Average Account Value
    $124,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Plus Group Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jay Lauer, financial advisor Belgium WI
Jay M. Lauer
CRD#: 2735098
680 Main Street, Belgium, WI 53004

Jay Lauer (CRD# 2735098) is an Investment Advisor Representative working at Plus Group Wealth Advisors, LLC in Belgium, WI and has over 27 years of experience in the finance industry.

2
Brent Neis, financial advisor Belgium WI
Brent R. Neis
CRD#: 2867316
680 Main Street, Belgium, WI 53004

Brent Neis (CRD# 2867316) is an Investment Advisor Representative working at Plus Group Wealth Advisors, LLC in Belgium, WI and has over 26 years of experience in the finance industry.

3
Thomas Volkmann, financial advisor Belgium WI
Thomas J. Volkmann
CRD#: 7779733
680 Main Street, Belgium, WI 53004

Thomas Volkmann (CRD# 7779733) is an Investment Advisor Representative working at Plus Group Wealth Advisors, LLC in Belgium, WI and has 1 year of experience in the finance industry.

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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