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).
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Total Assets Under Management109MILLION
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Total Number of Accounts881ACCOUNTS
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Average Account Value$124,181
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
TX, WI
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.
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.
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.