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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-06-28 |
Branch Locations
425 Packerland Dr. Suite C, Green Bay, WI 54303 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alberts Cpa And Associates, Llc | Green Bay | WI | 01/1998 | Present |
| Woodbury Financial | Green Bay | WI | 09/2004 | 06/2022 |
| Geneos Wealth Management Inc | Green Bay | WI | 06/2022 | Present |
| New Advisory Services Llc | Green Bay | WI | 06/2022 | Present |
1) DBA: will work under individuals name James Alberts non investment related business located at branch location. 2) Alberts CPA and Associates LLC - Owner and CPA 3) New Advisory Services RIA - IAR under RIA located at 3008A Walker Drive, Green Bay WI 54311.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-30 |
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