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Ingrid R

Series 66

Albuquerque, NM

Newedge Advisors

Ingrid Roosild is a financial advisor with NewEdge Advisors in Albuquerque, NM, holding a Series 66 designation and bringing 25 years of industry experience. She has worked with NewEdge Advisors since 2021 and concurrently with Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2014. Outside of her advisory roles, she is involved in a collaborative divorce financial coaching practice and manages the Kivi Insurance Group LLC, where she oversees staff and new product sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services, including portfolio management and financial planning, and employs multiple program structures with an emphasis on centralized due diligence and technology-supported investment solutions.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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