Unclaimed Profile

Michael Gerald Whitehouse

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

SIE, Series 6, Series 7, Series 24, Series 63, Series 6624 years registeredN.E.W. ADVISORY SERVICES, LLC

2200 DICKINSON ROAD, DE PERE, WI 54115CRD# 2410563Firm CRD# 290405

Profile Verification

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

Identity

Michael Gerald Whitehouse · DE PERE, WI

Registration

CRD #2410563 · N.E.W. ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

N.E.W. ADVISORY SERVICES, LLC

Dec 2017 – present

SII INVESTMENTS, INC.

Aug 2002 – Nov 2017

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 5, 2002

Years registered · 24

Disclosure History

2016Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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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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