This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

N.E.W. ADVISORY SERVICES, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 22, 2010

First registration

Oct 25, 2010

Dual registered

yes, broker-dealer

Other names

RYAN O'LEARY

IAPD individual key

5848870

• Occurred

  Nov 9, 2022
  Advisor changed firm

  Ryan Michael O'Leary left Nicolet Wealth Management for N.E.W. Advisory Services, Llc (registered 2022-10-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2aeb2f4d-0f47-469d-69de-0fea0e789634

First observed

Oct 25, 2010

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.