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N.E.W. ADVISORY SERVICES, LLC

DE PERE, WI · CRD 290405 · IAPD ↗ · johnsonwealth.net · 920-712-7800

$1.60BRegulatory AUM
12Advisory reps
23Employees
0Clients
More than 500Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — N.E.W. ADVISORY SERVICES, LLC notice-filed in KY, NV, OH, PA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — N.E.W. ADVISORY SERVICES, LLC crossed $1B in regulatory AUM ($838.1M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.