Green Bay, WI Packerland Dr. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
N.E.W. Advisory Services, LLC
Team
Firm-wide stats for N.E.W. Advisory Services, LLC
Clients per advisor
323 Very HighAvg AUM per client
$330,074 Very LowHNW client ratio
11% Very LowAbout
N.E.W. Advisory Services serves individuals (both high‑net‑worth and non‑HNW), trusts, estates, foundations and company retirement plans, offering asset management, modular financial planning and 401(k)/retirement plan consulting. The firm provides both discretionary and non‑discretionary portfolio management as well as standalone planning engagements.
The firm implements its investment work through a set of model portfolios made up largely of mutual funds and ETFs, while also permitting allocations to individual stocks, bonds and options when appropriate. N.E.W. Advisory Services describes a long‑term investment orientation informed by fundamental, technical and economic analysis, and provides ERISA‑focused consulting and participant education for retirement plans.
N.E.W. Advisory Services is notable for practices that differ from many peers: its advisory representatives are dually registered and may implement recommendations on a commission basis through an affiliated broker‑dealer, and the brochure discloses that certain representatives derive more than half of their revenue from commissions. The firm also manages a relatively large client base for its advisor count (roughly 4,842 clients and 14 advisors), uses third‑party platforms for trading, billing and custody, and a firm principal conducts estate‑planning work as an outside professional activity.
Based on N.E.W. Advisory Services, LLC
Expertise
Based on N.E.W. Advisory Services, LLC
Location
425 Packerland Dr., Suite C
Green Bay WI 54303
Advisors at this office
2
Advisors at this office
James A
Series 63, Series 65
Green Bay, WI
N.E.W. Advisory Services, LLC
James Alberts is a financial advisor at N.E.W. Advisory Services, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Woodbury Financial and Geneos Wealth Management Inc. Alberts is also the owner of Alberts CPA and Associates, LLC, where he works as a CPA. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs, alongside individual stocks, bonds, and options, and maintains a long-term investment orientation based on fundamental, technical, and economic analysis.
Amy S
Series 63, Series 65
Green Bay, WI
N.E.W. Advisory Services, LLC
Amy Schmeckpeper is a financial advisor at N.E.W. Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at James Alberts, GENEOS Wealth Management Inc, Woodbury Financial Services, Alberts CPA & Associates, United Health Group, and Alberts & Heling CPAs. N.E.W. Advisory Services serves individuals, trusts, estates, foundations, and company retirement plans, offering asset management, modular financial planning, and 401(k)/retirement plan consulting. The firm uses model portfolios primarily composed of mutual funds and ETFs with a long-term investment approach guided by fundamental, technical, and economic analysis.
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