Bismarck, ND Stockholm Loop Office

Perry Bohl is a CFP® with 36 years of experience in financial advising, currently with NewEdge Advisors. His career includes roles at Investment Centers of America, Inc. for 28 years, followed by positions at LPL Financial and GWM Advisors, LLC. Outside of his advisory work, he is a 50% owner of Premier Stone, a rock and gravel quarry business, and is involved with the Hawktree Golf Club LLC in Bismarck, ND. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a combination of mutual funds, ETFs, and individual securities with periodic rebalancing and quarterly reviews.

Eric Aldinger is a financial advisor with NewEdge Advisors in Bismarck, ND, holding a Series 66 credential and possessing 14 years of industry experience. His prior work includes roles at GWM Advisors, LLC, LPL Financial, Investment Centers of America, Inc., and America Bank Center. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment strategies and regular portfolio reviews.

James Braun is a CFP® with 27 years of industry experience, currently serving as a financial advisor at NewEdge Advisors in Bismarck, ND. His prior work includes roles at GWM Advisors, LLC (Planningteam Financial Advisors), LPL Financial, and Investment Centers Of America, Inc. Outside of his advisory work, he holds officer positions in business entities used for tax and investment purposes. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and nonprofit organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a variety of investment vehicles and regular portfolio reviews.

Thomas Gunderson is a CFP® with 43 years of industry experience, currently associated with NewEdge Advisors in Bismarck, ND. He has previously worked at Investment Centers of America, Inc. for over three decades and has been affiliated with LPL Financial and GWM Advisors, LLC. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting. The firm manages portfolios using asset allocation across mutual funds, ETFs, and individual securities, with regular rebalancing and quarterly reviews.

Shayla Evink is a financial advisor with NewEdge Advisors in Bismarck, ND, holding a Series 66 designation and 15 years of industry experience. She has worked at GWM Advisors, LLC (DBA Planningteam Financial Advisors) since 2018, LPL Financial since 2017, and Investment Centers of America from 2007 to 2017. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular reviews and rebalancing.

Julie Hinsz is a financial advisor with NewEdge Advisors in Bismarck, ND, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Her prior experience includes roles at GWM Advisors, LLC, LPL Financial, and Investment Centers Of America, Inc. She is also the owner of Hinsz Wealth Management, an independent securities business. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, combining asset management with financial planning and consulting, with portfolios managed using a mix of mutual funds, ETFs, and individual securities.

Darcy Salter is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining NewEdge Advisors in 2018, Salter worked at LPL Financial and Investment Centers of America, Inc. He operates a registered investment advisory business affiliated with NewEdge Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, managing portfolios using a mix of mutual funds, ETFs, and individual securities with regular reviews and rebalancing.