N.E.W. Advisory Services, LLC
De Pere, WI·SEC-registered · CRD #290405
N.E.W. Advisory Services, LLC is an SEC-registered investment advisory firm in De Pere, WI managing $1.6B across 10k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
10k
Advisory staff
12
Fee model
Fee-based
How N.E.W. Advisory Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about N.E.W. Advisory Services, LLC
How much does N.E.W. Advisory Services, LLC manage?
Per its most recent SEC Form ADV filing (03/31/2026), N.E.W. Advisory Services, LLC reports $1.6B in regulatory assets under management across roughly 10k client accounts.
How does N.E.W. Advisory Services, LLC charge?
N.E.W. Advisory Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is N.E.W. Advisory Services, LLC a fiduciary?
Yes. N.E.W. Advisory Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #290405), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is N.E.W. Advisory Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks N.E.W. Advisory Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in De Pere, WI
Profile compiled from N.E.W. Advisory Services, LLC's public SEC Form ADV filing (CRD #290405, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of N.E.W. Advisory Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with N.E.W. Advisory Services, LLC? Claim this profile.