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Robert G

Series 66

Pierre, SD

Newedge Advisors

Robert Gray is a financial advisor at NewEdge Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at NewEdge Advisors since 2018, following twelve years at Investment Centers of America and concurrent service with LPL Financial since 2017. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, utilizing multiple program structures and technology tools to support advisor and client needs.

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

Series 63, Series 65

Pierre, SD

Newedge Advisors

Nicole Neal is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 registrations and four years of industry experience. She previously worked at Edward Jones Investments from 2009 to 2019 and has been with LPL Financial since 2019. Neal also provides administrative support to NewEdge Advisors, contributing significant time to the firm's operations. 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 broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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

Series 66

Pierre, SD

Newedge Advisors

Scott Neu is a financial advisor at NewEdge Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Investment Centers of America. Neu provides administrative support to GWM Advisors, LLC, an independent investment advisory firm. 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 advisors. The firm offers a broad 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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Jared F

Series 63, Series 65

Pierre, SD

Newedge Advisors

Jared Fodness is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at several firms including LPL Financial, Reinke Gray Wealth Management, Clausen & Rice LLP, Boen & Associates, and Trident Trust. Outside of his advisory role, he is employed in a non-investment capacity with Swenson & Cowan Dental in Pierre, SD. NewEdge Advisors is a large registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management, financial planning, retirement plan consulting, and access to third-party managers and advisory programs, utilizing technology and centralized due diligence to support its services.

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

Series 63, Series 65, Series 66

Pierre, SD

Newedge Advisors

Bradley Reinke is a financial advisor with NewEdge Advisors who holds Series 63, 65, and 66 designations and has 30 years of industry experience. He has worked at NewEdge Advisors since 2018, preceded by roles at LPL Financial and Investment Centers of America. Outside of advising, he serves as a board member for First National Bank and is involved in a restaurant franchise business with his son. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and advisory services, utilizing multiple program structures and technology platforms to support advisor and client needs.

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