Hobart, WI 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
1200 Centennial Centre Blvd, Sute 300
Hobart WI 54155
Advisors at this office
3
Advisors at this office
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.
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.
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.
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