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2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-06-08 |
Branch Locations
2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | De Pere | WI | 06/2019 | 05/2024 |
| Northright Financial Llc | De Pere | WI | 06/2019 | Present |
| University Of Wisconsin | Madison | WI | 09/2015 | 05/2019 |
| New Advisory Services Llc | De Pere | WI | 06/2021 | Present |
| Geneos Wealth Management Inc | De Pere | WI | 05/2024 | Present |
| New Advisory Services Llc | De Pere | WI | 05/2024 | Present |
| Northright Financial Llc | De Pere | WI | 05/2024 | Present |
1) will work as a REGISTERED ASSISTANT for NorthRight Financial LLC located at branch location - 40 HOURS PER WEEK. 2) RIA - N.E.W Advisory Services LLC - REGISTERED ASSISTANT AND IAR. 3) N.E.W. Advisory Services LLC -COMPLIANCE CONSULTANT. 4) LEWYS LURES - OWNER. 5) DBA: NORTHRIGHT FINANCICAL LLC - located at branch location. 6) Independent Rep with various insurance carriers for FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-24 |
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