Chief Compliance Officer/managing Member · Plus Group Wealth Advisors, LLC
Brent R. Neis
CRD 2867316 · Named on Form ADV at one SEC-registered adviser
At a glance
Plus Group Wealth Advisors, LLC, an SEC-registered wealth manager based in Belgium, WI with $159 million in regulatory assets, lists Brent R. Neis on its Form ADV as Chief Compliance Officer/managing Member, a control person.
Firms and roles
- Plus Group Wealth Advisors, LLCChief Compliance Officer/managing MemberWealth manager · Belgium, WI · $159M in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.