Unclaimed Profile

Debra Deleers

N.E.W. ADVISORY SERVICES, LLC·DE PERE, Wisconsin

SIE, Series 7, Series 66Clean record10 years registeredN.E.W. ADVISORY SERVICES, LLC

2200 DICKINSON ROAD, DE PERE, WI 54115CRD# 6518628Firm CRD# 290405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debra Deleers · DE PERE, WI

Registration

CRD #6518628 · N.E.W. ADVISORY SERVICES, LLC · 10 years registered

Brand Profile

Not yet started

Career History

N.E.W. ADVISORY SERVICES, LLC

Nov 2017 – present

GENEOS WEALTH MANAGEMENT, INC.

Oct 2017 – Dec 2017

Green Bay, WI

SII INVESTMENTS, INC.

Aug 2015 – Oct 2017

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 31, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

N.E.W. ADVISORY SERVICES, LLC

CRD 290405 · SEC 801-112037

AUM

$1.1B

Regulatory assets under management

Employees

7,313 client accounts

Services offered by N.E.W. ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at N.E.W. ADVISORY SERVICES, LLC →

Introduction

Speak with Debra

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Debra is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DE PERE?

Browse all registered financial advisors in DE PERE, Wisconsin or claim this profile if it's yours.

Browse DE PERE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Debra Deleers offer?

Debra Deleers specializes in Financial Planning, Investment Management. Contact their office in DE PERE, Wisconsin for a consultation.

What are Debra Deleers's credentials?

Debra Deleers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debra Deleers located?

Debra Deleers is based in DE PERE, Wisconsin, working with N.E.W. ADVISORY SERVICES, LLC. Their office serves clients in the DE PERE metropolitan area and surrounding communities.

How does Debra Deleers charge for services?

Debra Deleers's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is N.E.W. ADVISORY SERVICES, LLC?

N.E.W. ADVISORY SERVICES, LLC has approximately 23 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →