Michael Whitehouse
Advisor at N.E.W. Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at N.E.W. Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Appleton, WI 54911
Credentials
Series 63, Series 66
Industry experience
32 years
Michael Whitehouse is a financial advisor with N.E.W. Advisory Services, LLC in Appleton, WI, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Navigator Planning Group for 23 years and spent time with Sii Investments, Inc. Whitehouse has ownership roles in Capital Hill Management LLC and OLDE SCHOOL OFFICE SUITES LLC, reflecting business interests outside his advisory work. N.E.W. Advisory Services serves individual clients, trusts, estates, foundations, and company retirement plans, managing approximately $1.34 billion in assets across more than 4,300 client relationships. The firm employs customized asset allocations with a combination of mutual funds, ETFs, and other securities, emphasizing a long-term approach supported by model portfolios and active trading capabilities.
Based on N.E.W. Advisory Services, LLC
Based on N.E.W. Advisory Services, LLC
$0 - $49,999: 1.50% $50,000 - $99,999: 1.40% $100,000 - $249,999: 1.30% $250,000 - $499,999: 1.25% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.15% $2,000,000 - $2,999,999: 1.13% $3,000,000 - $3,999,999: 1.11% $4,000,000 - $4,999,999: 1.09% $5,000,000 - $7,499,999: 1.05% $7,500,000+: 1.00%
Commission-based compensation through affiliated broker dealer Geneos Wealth Management, LLC; commissions vary by product
Fee-only: Financial planning fixed fee up to $3,000, payable half upfront and half at plan presentation
100 West Lawrence Street, Suite 415
Appleton, WI 54911
Louisiana · Wisconsin
N.E.W. Advisory Services, LLC
2017 - Present (9 years)
Geneos Wealth Management
2017 - Present (9 years)
Northright Financial
2017 - Present (9 years)
SII Investments, Inc
2016 - 2017 (1 year)
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