Brooke Lucille Bradshaw
Investment adviser representative at N.E.W. Advisory Services, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- N.E.W. Advisory Services, LLCJul 2023 to now
- Geneos Wealth ManagementJul 2023 to now
- Northright Financial LLCJul 2023 to now
- Keep CollectiveSep 2016 to Jul 2023
- Robert W Baird & CoMay 2016 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6343331
- Firm CRD
- 290405