Debra
Deleers
N.E.W. Advisory Services, LLC
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About this Advisor
Debra Deleers is a financial advisor working in De Pere, Wisconsin with a total of 6 years of industry experience. Deleers is an advisor for N.E.W. Advisory Services, LLC. Over the course of their career, Deleers has held roles at Associated Bank, Peterson Berk & Cross, Sii Investments, Geneos Wealth Management, Inc, N.E.W. Advisory Services, LLC and Northright Financial, LLC. Deleers maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Wisconsin. N.E.W. Advisory Services, LLC is an advisory company based out of De Pere, WI. The investment advisory business has offices in three locations and a total of 20 people on staff. It administers $838 million in total assets among its 6,463 accounts, placing it among the larger firms in the United States by assets under management. Of its 6,463 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely depend on the financial services provided. However, fee types charged by N.E.W. Advisory Services, LLC likely consist of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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N.E.W. Advisory Services, LLC Brokerage Details
$838,108,918
20
6,463
$129,678
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Debra Deleers Work History
Debra has been registered as a financial advisor for 6 years.*
Geneos Wealth Management, Inc
N.E.W. Advisory Services, LLC
Northright Financial, LLC
Sii Investments
Associated Bank
Peterson Berk & Cross
*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 Debra Deleers 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 N.E.W. Advisory Services, LLC
De Pere, WI
Oneida, WI
Appleton, WI
De Pere, WI
De Pere, WI
De Pere, WI
Oneida, WI
Appleton, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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