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Credentials
Series 63, Series 66
Experience Industry experience
13 years
Location
Fargo, ND 58104
Newedge Advisors
Enterprise
Charles Stowman is a financial advisor with NewEdge Advisors holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining NewEdge Advisors, he worked at LPL Financial and Bremer Bank. Outside of his advisory work, he is involved in managing estate fiduciary duties and farmland operations. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party management supported by technology tools and centralized due diligence.
Based on Newedge Advisors
Flat fees for financial planning up to $200,000; business consulting fees negotiable
$25,000 - $1,000,000: 2.25% of assets (Equity and Balanced Accounts - Advisors Choice) $1,000,001 - $2,000,000: 2.00% of assets (Equity and Balanced Accounts - Advisors Choice) Over $2,000,000+: 1.75% of assets (Equity and Balanced Accounts - Advisors Choice) $25,000 - $500,000: 2.25% of assets (Fixed Accounts - Advisors Choice) $500,001 - $1,000,000: 2.00% of assets (Fixed Accounts - Advisors Choice) $1,000,001 - $2,000,000: 1.75% of assets (Fixed Accounts - Advisors Choice) Over $2,000,000+: 1.50% of assets (Fixed Accounts - Advisors Choice) $0 - $50,000: 2.50% of assets (Financial Product Management - first $50,000) Next $200,000 - $250,000: 2.25% of assets (Financial Product Management) Next $250,000 - $500,000: 2.00% of assets (Financial Product Management) Next $500,000 - $1,000,000: 1.75% of assets (Financial Product Management) Over $1,000,000+: 1.50% of assets (Financial Product Management) $10,000 - $999,999: 1.75% of assets (Mid Atlantic Fund Strategy) $1,000,000 - $1,999,999: 1.50% of assets (Mid Atlantic Fund Strategy) $2,000,000 and over+: 1.25% of assets (Mid Atlantic Fund Strategy) $100,000 - $1,000,000: 2.75% of assets (Manager of Managers Equity and Balanced Accounts) $1,000,001 - $2,000,000: 2.50% of assets (Manager of Managers Equity and Balanced Accounts) Over $2,000,000+: 2.25% of assets (Manager of Managers Equity and Balanced Accounts) $100,000 - $1,000,000: 2.00% of assets (Manager of Managers Fixed Income Accounts) $1,000,001 - $2,000,000: 1.75% of assets (Manager of Managers Fixed Income Accounts) Over $2,000,000+: 1.50% of assets (Manager of Managers Fixed Income Accounts) $10,000+: $25,000 minimum for MMP program
Commissionable securities sales by representatives registered with broker-dealer affiliates
Hourly consulting fees from $0 to $500
Subscription-based fees for ongoing financial planning services; payment arrangements established via third-party vendor AdvicePay
Account minimum: $25,000 Minimum fee: A flat $20 fee per account per calendar quarter (maximum $480 per household per year) Fee-only: Flat fees up to $200,000 for financial planning; ongoing subscription fees available; hourly rates from $0 to $500
Fargo, ND 51st Street South
3905 51st Street South
Fargo ND 58104
Advisors at this office
2
North Dakota
13 years of industry experience
NewEdge Advisors, LLC
2018 - Present • 8 years
Fargo, ND
LPL Financial, llc
2018 - Present • 8 years
Fargo, ND
Bremer bank
2008 - 2017 • 9 years
Fargo, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dilworth, MN
CTS Consulting, LLC
Chad Sapa is the sole advisor at CTS Consulting, LLC, an independent advisory firm based in Dilworth, MN. He holds a Series 65 designation and has 18 years of experience in financial advisory services. In addition to his advisory role, Sapa has served as Chief Financial Officer for Cass County Electric Cooperative, Inc. since 1991. CTS Consulting, LLC provides discretionary portfolio management and focused consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm integrates investment management with accounting and tax-planning services, offering personalized investment policies and a range of strategies tailored to client objectives.
Series 63, Series 66
West Fargo, ND
Strategic Financial Inc.
Jerald Hoffner is a financial advisor at Strategic Financial Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Crown Capital Securities, LP for 10 years. Outside of advising, he owns and operates an insurance agency, Insurance Solutions Inc., and manages a family-owned rural real estate partnership. Strategic Financial Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm maintains an unusually large client base for a solo advisor and employs a range of analytical methods and investment strategies tailored to client goals.
Series 66
Fargo, ND
Cultivate Financial
Matthew Breker is a financial advisor at Cultivate Financial in Fargo, ND, with six years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Life Insurance Company, Bank of America, Merrill Lynch, and other firms prior to his current role. Outside of advising, he manages a family farm producing corn and soybeans in Rutland, ND. Cultivate Financial provides tailored investment management and financial planning services to individuals and institutional clients, including retirement plans, trusts, foundations, and profit-sharing plans. The firm employs a strategic asset allocation approach using both active and passive managers, third-party managers, and alternative investments when appropriate, and offers ongoing portfolio supervision and consulting services.
CFP®, Series 66
Fargo, ND
Eighth Wonder Investments
Nathan Bremer is a CFP® and holds a Series 66 designation with six years of industry experience. He is the sole advisor at Eighth Wonder Investments in Fargo, ND. His prior experience includes roles at LPL Financial, Bank Forward, Infinex Investments, Alerus, and The Bank of Tampa. Eighth Wonder Investments offers fee-based investment advisory and financial planning services to individuals and high-net-worth clients, providing discretionary portfolio management and customized planning that can include retirement, tax optimization, cash flow, and estate strategies. The firm employs a tactical allocation approach using a variety of securities and analytical methods to manage risk and performance while accommodating client-imposed investment restrictions.
Series 63, Series 65
Fargo, ND
Shockman Financial
Thomas Shockman is the principal advisor at Shockman Financial in Fargo, ND, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Advisornet Wealth Management, Cetera Advisor Networks, and International Assets Advisory, LLC. Outside of financial services, he officiates high school football during the fall season. Shockman Financial provides wealth management, personalized financial planning, and investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm typically manages discretionary portfolios with a mix of fundamental and technical analysis, offering a distinctive combination of integrated insurance brokerage, options strategies, and third-party account monitoring.
CFP®, Series 63, Series 66
Fargo, ND
Williams and Schiller Wealth Management, LLC
Mark Schiller is a CFP® with 18 years of industry experience and serves as a principal at Williams and Schiller Wealth Management, LLC. He has been with the firm since 2007 and is also a Certified Public Accountant at Williams & Schiller, P.C. CPAs. Williams and Schiller Wealth Management provides investment management and comprehensive financial planning services to individuals, business owners, and select institutional clients. The firm employs a long-term, asset-class focused investment approach grounded in Modern Portfolio Theory and integrates accounting and tax expertise through its affiliated CPA firm.
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