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Plus Group Wealth Advisors

EST. AUM
$158,861,208

CONTACTS
3

CLIENT ACCOUNTS
1,050

Firm Details

Metro area Milwaukee
CRD Number 300714
Website myplusgroup.com
Client types

Overview

Plus Group Wealth Advisors, LLC is a Registered Investment Advisor firm based in Belgium, Wisconsin. The firm provides advisory services on a fee-based model. Prior to 2019, founders Jay Lauer and Brent Neis operated as Plus Group Financial under the registration of various independent broker-dealers. Additionally, the firm’s independent insurance agents may earn commissions on fixed annuity or life insurance products when suitable for clients’ investment objectives.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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