This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-29-2019
- Office Locations
- 1
Office Locations
About Plus Group Wealth Advisors, LLC
Plus Group Wealth Advisors is a Belgium, WI-based advisory firm providing personalized financial planning and portfolio guidance, including investment and retirement planning, tax strategy, and legacy/estate coordination alongside clients' attorneys, plus planning for business owners. The team emphasizes long-term diversification and risk management, and works with major custodians including Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
BRENT ROBERT NEIS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2867316
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Matthew Dirkse
--
- CRD
- #8155128
JAY MICHAEL LAUER
Financial Advisor, General Partner
- CRD
- #2735098
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,861,208 | $151,296 |
| Non-Discretionary | $0 | -- |
| Total | $158,861,208 | $151,296 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing