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Jeffrey William Netols

NETOLS ASSET MANAGEMENT INC·MEQUON, Wisconsin
Clean recordNETOLS ASSET MANAGEMENT INC
1045 W. GLEN OAKS LANE, MEQUON, WI 53092CRD# 4412009Firm CRD# 113328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey William Netols · MEQUON, WI
Registration
CRD #4412009 · NETOLS ASSET MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey William Netols is a registered financial advisor based in MEQUON, Wisconsin, affiliated with NETOLS ASSET MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NETOLS ASSET MANAGEMENT INC
NETOLS ASSET MANAGEMENT INC
AUM
$677M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NETOLS ASSET MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4412009
Firm CRD# 113328
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey William Netols offer?
Jeffrey William Netols specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MEQUON, Wisconsin for a consultation.
What are Jeffrey William Netols's credentials?
Jeffrey William Netols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey William Netols located?
Jeffrey William Netols is based in MEQUON, Wisconsin, working with NETOLS ASSET MANAGEMENT INC. Their office serves clients in the MEQUON metropolitan area and surrounding communities.
How does Jeffrey William Netols charge for services?
Jeffrey William Netols's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NETOLS ASSET MANAGEMENT INC?
NETOLS ASSET MANAGEMENT INC has approximately 6 employees and manages $677M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Amy Joan Thorison
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Research
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