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Michael Gerald Whitehouse

N.E.W. ADVISORY SERVICES, LLC·DE PERE, Wisconsin
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2200 DICKINSON ROAD, DE PERE, WI 54115CRD# 2410563Firm CRD# 290405
01

About

Michael Gerald Whitehouse is a registered financial advisor based in DE PERE, Wisconsin, affiliated with N.E.W. ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
N.E.W. ADVISORY SERVICES, LLC
N.E.W. ADVISORY SERVICES, LLC
AUM
$1.1B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at N.E.W. ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2410563
Firm CRD# 290405
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Gerald Whitehouse offer?
Michael Gerald Whitehouse specializes in Financial Planning, Investment Management. Contact their office in DE PERE, Wisconsin for a consultation.
What are Michael Gerald Whitehouse's credentials?
Michael Gerald Whitehouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Gerald Whitehouse located?
Michael Gerald Whitehouse 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 Michael Gerald Whitehouse charge for services?
Michael Gerald Whitehouse'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.
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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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