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James Allen Neuenschwander

PresidentOutlook Wealth Advisors, LLCCRD 1507901

About James Allen Neuenschwander

James Allen Neuenschwander is listed as President at Outlook Wealth Advisors, LLC in The Woodlands, TX. Form ADV reports a beneficial ownership band of 25-50%. James Allen Neuenschwander is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Outlook Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Allen Neuenschwander work?

James Allen Neuenschwander is listed as President at Outlook Wealth Advisors, LLC on SEC Form ADV.

How much of Outlook Wealth Advisors, LLC does James Allen Neuenschwander own?

Form ADV reports a beneficial ownership band of 25-50%.

Outlook Wealth Advisors, LLC

TitlePresident
Ownership25-50%
Control personYes
Since2018

Outlook Wealth Advisors, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2018