Brooke Lucille Bradshaw

Employer firm

N.e.w. Advisory Services, LLC CRD 290405

$1.60B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 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

• 2017-11-16 → 2023-07-01
  Robert W. Baird & Co. Incorporated
  Fox Valley, WI
  Green Bay, WI

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2017-11-15

Other Names

• Brooke L Loritz
• Brooke Lucille Loritz