Advisor at Newport Investment Advisors, Inc.
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.
Firm
Newport Investment Advisors, Inc.
Location
Sycamore, IL 60178-3166
Credentials
Series 65
Industry experience
28 years
Scott Newport is the sole advisor at Newport Investment Advisors, Inc. in Sycamore, Illinois, holding a Series 65 credential with 28 years of industry experience. He has led Newport Investment Advisors since 1996 and has provided farming business analysis services as CEO of Illinois Farm Business Farm Management since 1989. Newport Investment Advisors offers wealth and portfolio management services to individuals, corporations, non-profits, foundations, trusts, and qualified plans, managing approximately $25.2 million. The firm integrates tax and accounting services with investment advice, employing multiple analytical methods and primarily managing assets on a non-discretionary basis.
Based on Newport Investment Advisors, Inc.
Fixed fees negotiated with clients; fixed fee arrangements are for one year and typically charged in arrears; advance payments limited to $500 max and 6 months in advance.
1350 West Prairie Dr
Sycamore, IL 60178-3166
Illinois
Newport Investment Advisors, Inc.
1996 - Present (30 years)
ILLINOIS Farm Business Farm Management
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Sycamore, IL
Family First Wealth Management
CFA®, Series 65
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Kisher Capital, LLC
CFP®
Malta, IL
Kisher Capital, LLC
My name is Eric Schlosser, and I am a caring, values‑driven CERTIFIED FINANCIAL PLANNER® Professional, and your dedicated fiduciary investment advisor. My mission is simple: to truly put your best interests first. Whether you're a family, business owner, ministry, or organization, I partner closely with you as your advocate to build customized strategies that bring confidence and peace of mind. At home, I’m a grateful husband and proud dad of two. I focus on bringing the same empathy, patience, and commitment to our work together as I would for my family. I believe that strong relationships, whether in family or finance, thrive on trust and genuine care. In our community, I serve as Assistant Treasurer for our local AYSO region, helping youth soccer flourish with responsible stewardship. I also contribute my musical gifts on the worship team at my church. These roles matter deeply to me because serving others is not just what I do, but it’s who I am. What I care about most is helping to solve problems with honesty, faith, and a genuine desire to help you succeed, because your well-being is what matters most to me.
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Simplicity wealth
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