Chaska, MN 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
566 Bavaria Lane
Chaska MN 55318
Advisors at this office
4
Advisors at this office
Matthew H
Series 66
Chaska, MN
Newedge Advisors
Matthew Hand is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 10 years of industry experience. He has previously worked at GWM Advisors, LLC (GSH Asset Management), LPL Financial, and Investment Centers of America, Inc. Hand provides investment advisory services through NewEdge Advisors, an independent registered investment adviser. 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 comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on centralized due diligence, ongoing manager monitoring, and the use of technology to support advisors and clients.
Geoffrey H
Series 63, Series 66
Chaska, MN
Newedge Advisors
Geoffrey Hansen is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked with firms including Investment Centers of America and LPL Financial prior to joining NewEdge Advisors. NewEdge Advisors is a large registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisers. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.
Rebekah J
Series 66
Chaska, MN
Newedge Advisors
Rebekah Johnson is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services, Tempo Investment Advisors, and Eide Bailly LLP. Johnson is involved with the Lions Club of Victoria and the Reach For Me Network in outside employment roles. 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, utilizing multiple program structures and technology tools to support clients and advisors.
Erin K
Series 66
Chaska, MN
Newedge Advisors
Erin Kerber is a financial advisor with NewEdge Advisors who holds a Series 66 designation and has 12 years of industry experience. She previously worked at LPL Financial and Investment Centers of America, Inc., and serves as a fitness instructor for the City of Chaska. She also holds a political role as a 1st Alternate Commissioner for the City of Chaska. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures including advisor-managed accounts, model-based strategies, and manager-of-managers platforms.
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