Michael Gerald Whitehouse
Investment adviser representative at N.E.W. Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
$1.6BFirm assets
8 yearsFirm in business
Are you Michael Gerald Whitehouse? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- N.E.W. Advisory Services, LLCNov 2017 to now
- Geneos Wealth ManagementNov 2017 to now
- Northright FinancialNov 2017 to now
- Sii Investments, IncMay 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (LA, WI).
N.E.W. Advisory Services, LLC
$1.6BAssets managed
4,862Clients
15Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2410563
- Firm CRD
- 290405