Michael
Johnson

N.E.W. Advisory Services, LLC

CRD#1514857
Investment Advisor
in Oneida, WI

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About this Advisor

Michael Johnson is a financial advisor based in Oneida, Wisconsin, working with N.E.W. Advisory Services, LLC. Michael has previously held positions at Geneos Wealth Management Inc, N.E.W. Advisory Services, LLC, Sii Investments, Inc, and Johnson Wealth Management, Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Michael is part of N.E.W. Advisory Services, LLC, which operates out of Oneida, Wisconsin. The firm has 4 offices and 23 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at N.E.W. Advisory Services, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1200 Centennial Centre Boulevard Suite 300
Oneida, WI 54155

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N.E.W. Advisory Services, LLC Brokerage Details

Total Assets Under Management

$1,098,751,016

WI Average: $2,826,565,184
Total Number of Employees

23

WI Average: 43
Total Number of Accounts

7,313

WI Average: 1,898
Average Account Size

$150,246

WI Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Johnson Work History

2017 - Present (7 years)

Geneos Wealth Managment Inc

2017 - Present (7 years)

N.E.W. Advisory Services, LLC

1988 - Present (36 years)

Johnson Wealth Management, Inc

1988 - 2017 (29 years)

Sii Investments, Inc

Disclosures

Please visit the SEC profile of Michael Johnson 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

Debra Deleers
De Pere, WI
Peter Johnson
Oneida, WI
Robbie Hayes
De Pere, WI
Evan Henderson
Appleton, WI
Michael Londre
Appleton, WI
Nicholas Zerillo
Green Bay, WI
Brooke Bradshaw
De Pere, WI
Christopher Lewis
De Pere, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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