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Andrew Robert Hermsen

Investment adviser representative at N.E.W. Advisory Services, LLC
18 yearsExperience
2 statesRegistered in
$1.6BFirm assets
8 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. N.E.W. Advisory Services, LLCNov 2017 to now
  2. Geneos Wealth Managment IncNov 2017 to now
  3. Hermsen Wealth Management, Inc.Nov 2017 to now
  4. Sii Investments IncJan 2008 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 2 states (TX, 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
4673352
Firm CRD
290405
Advisor's SEC record (opens in a new tab)
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