Debra A. Deleers

N.E.W. ADVISORY SERVICES

De Pere, WI 54115

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CRD#: 6518628

Professional summary

Debra Anne Deleers, who also goes by Debra Deleers, is a registered financial advisor currently at N.E.W. ADVISORY SERVICES, LLC located in De Pere, Wisconsin and GENEOS WEALTH MANAGEMENT, INC. located in De Pere, Wisconsin.

Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Debra has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Debra Deleers

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) DBA: will work under Northright Financial-non investment related business located at branch location. 2) RIA-N.E.W.ADVISORY SERVICES LLC-Owner/IAR under investment related business located at branch location. 3) DEBRA A DELEERS LEGAL SERVICES LLC-Owner/Attorney-involved with providing Estate Planning Services and Legal Assistance. 4) Independent Rep with various insurance carriers for fixed insurance business. 5) DEBRA DELEERS FINANCIAL SERVICES-OWNER. 6) WOODLAWN CEMETERY IN GREEN BAY-BOARD MEMBER. 7) DELEERS AND CO LLC-OWNER HOLDING COMPANY. 8) NOTARY PUBLIC. 9) GOLDEN VIEW ESTATES CONDOMINIUM HOA-PRESIDENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Anne Deleers's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 15, 2017 - Present

N.E.W. ADVISORY SERVICES, LLC

Office #1: 2200 Dickinson Road Unit 17a, De Pere, WI 54115

RIA

CRD#: 290405

De Pere, WI

Current

October 24, 2017 - Present

GENEOS WEALTH MANAGEMENT, INC.

Office #1: 2200 Dickinson Rd Unit 17a, De Pere, WI 54115

RIA

CRD#: 120894

De Pere, WI

Past

October 24, 2017 - December 31, 2017

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

Green Bay, WI

Past

August 31, 2015 - October 24, 2017

SII INVESTMENTS, INC.

RIA

CRD#: 2225

GREEN BAY, WI

Past

July 13, 2015 - October 24, 2017

SII INVESTMENTS, INC.

CRD#: 2225

GREEN BAY, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

N.E.W. ADVISORY SERVICES, LLC

HERMSEN WEALTH MANAGEMENT | SOVEREIGN FINANCIAL GROUP | NORTHRIGHT FINANCIAL | N.E.W. ADVISORY SERVICES, LLC | JOHNSON WEALTH MANAGEMENT

CRD#: 290405 / SEC#: 801-112037

RIA

Registered Investment Advisory firm - (11/15/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(4/29/2022)

Michigan
(9/17/2019)

Wisconsin
(10/24/2017)

IAR

Wisconsin
(11/15/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/24/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

N.E.W. ADVISORY SERVICES, LLC

HERMSEN WEALTH MANAGEMENT | SOVEREIGN FINANCIAL GROUP | NORTHRIGHT FINANCIAL | N.E.W. ADVISORY SERVICES, LLC | JOHNSON WEALTH MANAGEMENT

CRD#: 290405 / SEC#: 801-112037

RIA

Registered Investment Advisory firm - (11/15/2017 Approved)

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Contact information

Main Address

2200 Dickinson Road Unit 17a, De Pere, WI 54115

Mailing Address

Phone number

(920) 712-7800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	8,245
AUM (Assets Under Management)	$ 1,341,505,840

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Debra A. Deleers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debra Anne Deleers's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

Primary Firm SEC Registration

N.E.W. ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/13/2015

FINRA

Current Firm

N.E.W. ADVISORY SERVICES, LLC

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

N.E.W. ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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