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Justin Steinbrinck
N.E.W. ADVISORY SERVICES
Green Bay, WI 54301
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CRD#: 7545289
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Professional summary
Justin Steinbrinck is a registered financial advisor currently at N.E.W. ADVISORY SERVICES, LLC located in Green Bay, Wisconsin and GENEOS WEALTH MANAGEMENT, INC. located in Green Bay, Wisconsin.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Justin has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: SOVEREIGN FINANCIAL GROUP LLC -non investment related business located at branch location - 160 HO/MO - 120 HR/MO Trading 2) Independent Rep with various insurance carriers for FIXED INSURANCE SALES done at branch location. - 9 hours monthly / 0 trading. 3) IAR under RIA - N.E.W. ADVISORY SERVICES LLC - Investment related business located at 2200 Dickinson Road, Unit 17A, DePere WI 54115 - Financial Planning - 160 HO/MO - 120 HR/MO Trading 4) CENTRAL CHURCH-ELDER BOARD MEMBER.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Steinbrinck's 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®
NoneExperience
Current
July 12, 2023 - Present
N.E.W. ADVISORY SERVICES, LLC
Office #1: 801 Hoffman Road Suite 112, Green Bay, WI 54301RIA
CRD#: 290405
Green Bay, WI
Current
July 11, 2023 - Present
GENEOS WEALTH MANAGEMENT, INC.
Office #1: 801 Hoffman Rd Suite 112, Green Bay, WI 54301RIA
BD
CRD#: 120894
Green Bay, WI
Past
September 20, 2022 - July 17, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Green Bay, WI
Past
May 6, 2022 - July 17, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
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".
NA
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.RR
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
RR
Arizona(7/11/2023)
RR
Florida(7/11/2023)
RR
Illinois(7/11/2023)
RR
Michigan(7/11/2023)
IAR
Texas(7/12/2023)
RR
Wisconsin(7/11/2023)
IAR
Wisconsin(7/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NA
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)Upgrade to AdvisorCheck Premium
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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
23
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,245 |
| AUM (Assets Under Management) | $ 1,341,505,840 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
N.E.W. ADVISORY SERVICES, LLC
CRD#: 290405Green Bay, WI 54301TRUST BUT VERIFY
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