Riley Paul Siltman
Advisor at N.E.W. Advisory Services, LLC — Hobart, WI
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
2 years
Location
Hobart, WI 54115
N.E.W. Advisory Services, LLC
Team
Clients per advisor
323 Very HighAvg AUM per client
$330,074 Very LowHNW client ratio
11% Very LowRiley Siltman is a CFP® professional with two years of industry experience, currently affiliated with N.E.W. Advisory Services, LLC. His prior work includes roles at firms such as Hermsen Wealth Management, Geneos Wealth Management, Nicolet Wealth Management, and Charles Schwab & Co. Siltman is also a notary public. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, financial planning, and 401(k) consulting. The firm employs a long-term investment approach using model portfolios composed mainly of mutual funds and ETFs, with allocations to individual securities when appropriate.
Based on N.E.W. Advisory Services, LLC
Based on N.E.W. Advisory Services, LLC
$0 - $49,999: 1.50% $50,000 - $99,999: 1.40% $100,000 - $249,999: 1.30% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $2,999,999: 1.13% $3,000,000 - $3,999,999: 1.11% $4,000,000 - $4,999,999: 1.09% $5,000,000 - $7,499,999: 1.05% $7,500,000+: 1.00%
Commission-based compensation through affiliated broker dealer Geneos Wealth Management, LLC; commissions vary by product
Fee-only: Financial planning fixed fee up to $3,000, payable half upfront and half at plan presentation
Hobart, WI
1200 Centennial Centre Blvd, Sute 300
Hobart WI 54155
Advisors at this office
3
Wisconsin
2 years of industry experience
N.E.W. Advisory Services LLC
2025 - Present • 1 year
Hobart, WI
Hermsen Wealth Management LLC
2025 - Present • 1 year
Hobart, WI
Geneos Wealth Management Inc
2025 - Present • 1 year
Hobart, WI
Geneos Wealth Management
2024 - Present • 2 years
Hobart, WI
Hermsen Wealth Management LLC
2024 - Present • 2 years
Hobart, WI
Nicolet Wealth Management
2024 - 2024 • 1 year
Green Bay, WI
Charles Schwab & Co Inc
2024 - 2024 • 1 year
Westlake, TX
Nicolet Wealth Management
2024 - 2024 • 1 year
Green Bay, WI
Titletown Tech
2024 - 2024 • 1 year
Green Bay, WI
Nicolet National Bank
2023 - 2024 • 1 year
Green Bay, WI
Nicolet National Bank
2022 - 2023 • 1 year
Green Bay, WI
University of Wisconsin - Green Bay
2021 - 2022 • 1 year
Green Bay, WI
Promega
2021 - 2021 • 1 year
Fitchburg, WI
Promega
2020 - 2021 • 1 year
Fitchburg, WI
Evansville School District
2014 - 2020 • 6 years
Evansville, WI
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