NEW Wall Street Email Format
Financial ServicesWisconsin, United States2-10 Employees
NEW Wall Street operates in the financial services sector, offering a tailored approach to investment management. Founded in 2012 by Chris Battle and Bernie Van Eperen, the firm emphasizes a highly focused client roster, aiming to provide attentive, personalized service to meet advanced investment needs. Based in Green Bay, Wisconsin, the company positions itself as a boutique advisory and brokerage presence with a commitment to close, dedicated client relationships. Securities and advisory offerings are coordinated through affiliated entities of Kestra, while NEW Wall Street itself remains independent of those firms. The arrangement clarifies that registered representatives and investment adviser representatives operate under regulatory oversight and may conduct business only with appropriately registered clients. This profile highlights the firm’s localized, consultative model within the broader financial services landscape.