Brent Robert Neis

Employer firm

Plus Group Wealth Advisors, LLC CRD 300714

$159M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 07/2019
  Securities America, Inc
  Belgium, WI
• 10/2016 → 07/2019
  Securities America Advisors, Inc.
  Belgium, WI
• 03/2019 → Present
  Plus Group Wealth Advisors, Llc
  Belgium, WI
• 09/2000 → Present
  Brent Neis, Sole Proprietor
  Belgium, WI

Previous Registrations

• 2016-10-13 → 2019-07-29
  Securities America Advisors, Inc.
  Belgium, WI

Other Businesses

Brent Neis, Sole Proprietor; Investment Related; Belgium, WI; Insurance Agent; Fixed Insurance Sales; Less than 5% of time spent; Started 09/2000.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-26
• S63 Uniform Securities Agent State Law Examination
  1997-06-12