James
Neuenschwander
Outlook Wealth Advisors, LLC
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About this Advisor
James Neuenschwander is a certified financial planner based in Conroe, Texas with 5 years of relevant experience. Neuenschwander is an advisor for Outlook Wealth Advisors, LLC. Their career trajectory has included roles at Gf Investment Services, LLC, Global Financial Private Capital, LLC and Outlook Wealth Advisors, LLC. Neuenschwander has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Outlook Wealth Advisors, LLC is a company that has its headquarters in Conroe, TX. The firm has offices in seven locations and a total of 11 people on staff. It administers $431 million in assets under management between its 2,615 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,615 accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Outlook Wealth Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management vary depending on which services are provided. Fee types charged by Outlook Wealth Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Outlook Wealth Advisors, LLC Brokerage Details
$430,709,048
11
2,615
$164,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Neuenschwander Work History
James has been registered as a financial advisor for 5 years.*
Outlook Wealth Advisors, LLC
Gf Investment Services, LLC
Global Financial Private Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Neuenschwander to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Outlook Wealth Advisors, LLC
Conroe, TX
Conroe, TX
Conroe, TX
Conroe, TX
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
