Green Bay, WI Hoffman Road Office

Team
Updated today
N.E.W. Advisory Services, LLC logo

N.E.W. Advisory Services, LLC

Team

Firm-wide stats for N.E.W. Advisory Services, LLC

Total advisors

15

Across 5 offices

Clients per advisor

323 Very High

Avg AUM per client

$330,074 Very Low

HNW client ratio

11% Very Low

About

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

General estate planning guidance Income planning Retirement income strategy Active portfolio management

Based on N.E.W. Advisory Services, LLC

Occupation focus

Founder/Business Owner Retired

Based on N.E.W. Advisory Services, LLC

Location

801 Hoffman Road, Suite 112

Green Bay WI 54301

Advisors at this office

2

Advisors at this office

user avatar

Nicholas Z

Series 66

Green Bay, WI

N.E.W. Advisory Services, LLC

Nicholas Zerillo is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Cambridge Investment Research and Sovereign Financial Group, where he also serves as managing member. Outside of his advisory work, Zerillo is an elder and board member at Central Church in Green Bay, Wisconsin. N.E.W. Advisory Services, LLC provides asset management, financial planning, and retirement plan consulting to individual clients, trusts, estates, foundations, and company retirement plans. The firm manages approximately $1.34 billion in assets across more than 4,300 client relationships, employing model portfolios and a combination of fundamental, technical, and economic analysis to deliver customized investment solutions.

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

Justin S

Series 66

Green Bay, WI

N.E.W. Advisory Services, LLC

Justin Steinbrinck is a financial advisor with N.E.W. Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. He has worked at several firms, including Cambridge Investment Research Advisors and Sovereign Financial Group. Outside of his advisory work, Steinbrinck serves as an elder board member of Central Church. N.E.W. Advisory Services provides asset management, financial planning, and retirement plan consulting to individuals, trusts, estates, foundations, and companies. The firm employs a long-term investment approach using model portfolios primarily composed of mutual funds and ETFs, while also offering discretionary and non-discretionary portfolio management.

General estate planning guidance Income planning Retirement income strategy Active portfolio management Founder/Business Owner Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)