Brooke Lucille Bradshaw
Investment Adviser Representative at N.e.w. Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brooke Lucille Bradshaw is an investment adviser representative with N.e.w. Advisory Services, LLC in De Pere, WI, where they have been registered since 2023. They have worked in the securities industry since 2017 and were previously registered with Robert W. Baird & Co. Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
1 state or territory
Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Robert W Baird & CoMay 2016 – Jun 2023Appleton, WI
- Keep CollectiveSep 2016 – Jul 2023Green Bay, WI
- Geneos Wealth ManagementJul 2023 – no end date reportedDe Pere, WI
- Northright Financial LLCJul 2023 – no end date reportedDe Pere, WI
- N.E.W. Advisory Services, LLCJul 2023 – no end date reportedDe Pere, WI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About N.e.w. Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Fixed fee
- $0 - $49,9991.50%
- $50,000 - $99,9991.40%
- $100,000 - $249,9991.30%
- $250,000 - $499,9991.25%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 5
- Main office:
- De Pere, WI
- SEC file number:
- 801-112037
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at N.e.w. Advisory Services, LLC
Showing 12 of 14 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brooke Lucille Bradshaw has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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