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Brooke Lucille Bradshaw

N.E.W. Advisory Services, LLC

De Pere, WI

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Current Employers
N.E.W. Advisory Services, Llc

2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-07-25
  • WI RA
    APPROVED
    Since 2023-07-25

Branch Locations

2200 Dickinson Road Unit 17A, De Pere, WI 54115 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Robert W Baird & Co Appleton WI 05/2016 06/2023
Keep Collective Green Bay WI 09/2016 07/2023
Geneos Wealth Management De Pere WI 07/2023 Present
Northright Financial Llc De Pere WI 07/2023 Present
N.E.W. Advisory Services, Llc De Pere WI 07/2023 Present
  • 05/2016 → 06/2023
    Robert W Baird & Co
    Appleton, WI
  • 09/2016 → 07/2023
    Keep Collective
    Green Bay, WI
  • 07/2023 → Present
    Geneos Wealth Management
    De Pere, WI
  • 07/2023 → Present
    Northright Financial Llc
    De Pere, WI
  • 07/2023 → Present
    N.E.W. Advisory Services, Llc
    De Pere, WI
Previous Registrations
Other Businesses

1) WILL WORK AS A REGISTERED ASSISTANT FOR NORTHRIGHT FINANCIAL LLC LOCATED AT BRANCH LOCATION- 40 HOURS PER WEEK.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-15
  • S66 Uniform Combined State Law Examination
    2017-11-15
Other Names
  • Brooke L Loritz
  • Brooke Lucille Loritz

View on SEC IAPD

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EDWARD JONES · DE PERE, WI
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VERUS WEALTH MANAGEMENT · DE PERE, WI
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PACKERLAND BROKERAGE SERVICES, INC. · DEPERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI
CETERA INVESTMENT ADVISERS LLC · DE PERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI

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