Ashland, WI Office
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Newedge Advisors
Enterprise
Firm-wide stats for Newedge Advisors
About
NewEdge Advisors is an enterprise‑scale registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad suite of services including comprehensive wrap and non‑wrap portfolio management, financial planning and consulting, retirement plan and pension consulting, referrals to third‑party managers, and access to sponsored advisory programs.
The firm operates multiple program structures—including advisor‑managed accounts, model‑based strategies, manager‑of‑managers platforms, and sponsored custodial programs—allowing solutions that combine in‑house manager selection with third‑party model portfolios and direct advisor discretion. NewEdge emphasizes centralized due diligence and ongoing monitoring of third‑party managers and model strategies, and uses technology tools such as held‑away account platforms and algorithmic model portfolios to support advisor and client needs.
Distinctive aspects of NewEdge include its recent, disclosed use of artificial intelligence in certain business operations and a firm‑level policy limiting advisory program fee charges to be no higher than the firm specifies (below some sponsor maxima), both noted as material changes in the most recent brochure. The firm has also moved away from its prior Limited Purpose Investment Agreement structure for new accounts, retains a standardized account maintenance charge that is kept by the firm (which advisors may elect to cover for clients), and operates alongside affiliated broker‑dealer, insurance and trust entities—arrangements the brochure discloses and that can affect custody, sweep and product‑selection practices.
Based on Newedge Advisors
Location
317 West Main Street
Ashland WI 54806
Advisors at this office
5
Advisors at this office
Reid F
Series 63, Series 65
Ashland, WI
Newedge Advisors
Reid Fiorio is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at LPL Financial, Principal Securities, and GWM Advisors. Fiorio operates a wealth advisory business through NewEdge Advisors, providing investment advisory services in Ashland, WI. 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 portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
Kristie V
Series 63, Series 65
Ashland, WI
Newedge Advisors
Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, Wisconsin, holding Series 63 and Series 65 credentials and over 15 years of industry experience. Her prior work includes roles at LPL Financial and Investment Centers of America. She manages investment advisory services through NewEdge Advisors and LPL Financial-related entities. 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 wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.
John F
Series 63, Series 65
Ashland, WI
Newedge Advisors
John Fiorio is a financial advisor with NewEdge Advisors in Ashland, WI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes long tenures at Investment Centers of America, Inc. and LPL Financial, LLC. He is co-owner of Fiorio Investment Planning Services, Inc., a business entity formed 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 advisors. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.
Dane G
CFP®, Series 63, Series 65
Ashland, WI
Newedge Advisors
Dane Gleeson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has previously worked with LPL Financial and Investment Centers of America. Dane is based in Ashland, WI. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension 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 client and advisor needs.
Eric N
CFP®, Series 63, Series 65
Ashland, WI
Newedge Advisors
Eric Neumann is a financial advisor with NewEdge Advisors in Ashland, Wisconsin, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including 25 years with Investment Centers Of America, Inc., and more recent roles with LPL Financial and GWM Advisors, LLC dba Fiorio Wealth Advisors. Outside of his advisory work, he is co-owner and secretary of Fiorio Brothers Investments Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a broad range of portfolio management, financial planning, and consulting services. The firm offers diverse program structures combining in-house manager selection with third-party models and uses technology tools such as held-away account platforms and algorithmic portfolios to support advisor and client needs.
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