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Perry B

CFP®, Series 63, Series 65

Bismarck, ND

Newedge Advisors

Perry Bohl is a CFP® professional with 37 years of experience in the financial industry, currently serving at NewEdge Advisors. He has worked previously with Investment Centers of America, Inc. and LPL Financial. Outside of his advisory role, Bohl is a 50% owner of Premier Stone, a rock and gravel quarry mining and sales business, and has involvement with the Hawktree Golf Club LLC in Bismarck, ND. 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 provides a wide range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support diverse client needs.

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

Series 66

Bismarck, ND

Newedge Advisors

Eric Aldinger is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently associated with Newedge Advisors and has held positions at GWM Advisors, LLC, LPL Financial, Investment Centers of America, Inc., and America Bank Center. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, combining in-house and third-party strategies, and employs technology and centralized due diligence in its investment process.

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

CFP®, Series 63, Series 66

Bismarck, ND

Newedge Advisors

James Braun is a CFP® professional with 28 years of experience in the financial industry. He is currently affiliated with NewEdge Advisors and has previously worked with Investment Centers Of America, Inc. and LPL Financial. Braun is also involved in non-investment-related business entities for tax and investment purposes. 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 adviser representatives. The firm provides a broad suite of services, including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, combining in-house manager selection with third-party models and advisor discretion.

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

CFP®, Series 63

Bismarck, ND

Newedge Advisors

Thomas Gunderson is a CFP® with 44 years of industry experience. He is affiliated with NewEdge Advisors and has previously worked at Investment Centers of America, Inc. for over three decades. His professional activities include founding Thomas Gunderson, Inc., a business entity for tax and investment purposes. 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 advisers. The firm offers a range of portfolio management and consulting services and employs multiple program structures that combine manager selection and model-based strategies supported by centralized due diligence and technology tools.

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

Series 66

Bismarck, ND

Newedge Advisors

Shayla Evink is a financial advisor with NewEdge Advisors based in Bismarck, ND, holding a Series 66 designation and 15 years of industry experience. Her career includes roles at Investment Centers of America and LPL Financial. She also operates Shayla Evink Financial, Inc., a separate business entity for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers diverse portfolio management and consulting services, combining in-house and third-party solutions with centralized due diligence and use of technology platforms.

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

Series 63, Series 66

Bismarck, ND

Newedge Advisors

Julie Hinsz is a financial advisor with NewEdge Advisors based in Bismarck, ND, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior roles include positions at Investment Centers of America, Inc. and LPL Financial. Hinsz also owns Hinsz Wealth Management, an independent securities business. 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 representatives. The firm offers a range of portfolio management and consulting services, utilizing a combination of in-house manager selection, third-party models, and technology tools to support client needs.

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

Series 63, Series 65

Bismarck, ND

Newedge Advisors

Darcy Salter is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His career includes long tenures at Investment Centers of America and LPL Financial before joining NewEdge Advisors. Salter operates an independent investment advisory business through NewEdge Advisors. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations via a network of independent representatives. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

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