Roy Ernest Neuenschwander
Investment adviser representative at Neuenschwander Asset Management, LLC
23 yearsExperience
1 stateRegistered in
$173.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Neuenschwander Asset Management, LLCJan 2003 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (WI).
Neuenschwander Asset Management, LLC
$173.5MAssets managed
199Clients
3Advisers
4 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
- 4631209
- Firm CRD
- 125179