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Neuenschwander Asset Management, LLC CRD 125179
$174M regulatory AUM 20 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4893 Larson Beach Rd, Mcfarland, WI 53558 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-03-28 |
| TX | RA | APPROVED_RES | 2023-03-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Neuenschwander Asset Management, Llc | Mcfarland | WI | 06/2007 | Present |
TJN Properties, LLC, McFarland, WI, Managing Member of Residential Real Estate, Not Investment Related, Start date 04/2017, approx 5 hours per month, 0 during securities trading hours, Passive rental real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-12 |
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