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).
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Total Assets Under Management1,099MILLION
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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
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IL, LA, MI, MN, MO, NC, SC, TN, TX, VA, WI
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.
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.
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.