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firm profile

N.E.W. Advisory Services, LLC

RIA De Pere, WI CRD 290405 Last verified October 2026

Overview

N.E.W. Advisory Services, LLC is an SEC registered investment adviser based in De Pere, WI, registered since 2017. It reports $1.6B in assets under management across 9,375 accounts, with 23 employees. It has 15 investment adviser representatives.

Reported AUM
$1.6B
Discretionary
97%
Accounts
9,375
Average account
$171K
Employees
23
Advisory reps
15
Registered since
2017
Jurisdictions
21

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Financial Planning
  • Individuals or Small Business
  • Selection of Other Advisors
Client types
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
Fee structure
Commissions, Fixed Fees and Percentage of Assets

Executive officers 3 of 4

1 more executive officer, with direct contact details

Advisory reps 3 of 15

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters
2200 Dickinson Rd Unit 17A
De Pere, WI 54115
County
Brown
Metro area
Green Bay, WI
Region
Midwest

Registrations

Every state, with registration dates

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