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Andrew H

Series 63, Series 65

Hobart, WI

N.E.W. Advisory Services, LLC

Andrew Hermsen is a financial advisor with N.E.W. Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Hermsen Wealth Management LLC since 2018 and has been associated with N.E.W. Advisory Services and Geneos Wealth Management Inc. since 2017. Outside of advisory roles, he is involved in several commercial real estate ventures. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans through asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm employs model portfolios primarily composed of mutual funds and ETFs, supplemented by individual stocks, bonds, and options, and maintains a long-term investment approach informed by fundamental, technical, and economic analysis.

General estate planning guidance Income planning Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Riley S

CFP®, Series 63, Series 65

Hobart, WI

N.E.W. Advisory Services, LLC

Riley 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.

General estate planning guidance Income planning Retirement income strategy Active portfolio management Founder/Business Owner Retired
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Peter J

Series 63, Series 66

Hobart, WI

N.E.W. Advisory Services, LLC

Peter Johnson is a financial advisor with N.E.W. Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including prior roles at Robert W Baird & Co., Inc. and Northwestern Mutual. Johnson currently operates under Johnson Wealth Planning LLC in addition to his advisory work. N.E.W. Advisory Services, LLC serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets. The firm employs customized asset allocations using model portfolios and provides ongoing monitoring, with a focus on a long-term investment approach complemented by active trading capabilities.

General estate planning guidance Income planning Retirement income strategy Active portfolio management Founder/Business Owner Retired
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