NEW Wall Street
Financial ServicesWisconsin, United States2-10 Employees
NEW Wall Street was founded in 2012 by Chris Battle and Bernie Van Eperen. They left their previous employer with the desire to start a firm that has the freedom to meet their client’s advanced investment needs. They downsized their book of business and kept only a few select relationships so that they could focus on giving their clients the type of attention and service they deserved. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. NEW Wall Street is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
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