Lincoln, NE 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
4220 Lucile Dr., Suite 100
Lincoln NE 68506
Advisors at this office
6
Advisors at this office
Morgan H
Series 66
Lincoln, NE
Newedge Advisors
Morgan Heyen is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with NewEdge Advisors and NewEdge Securities, LLC, having previously worked at Stifel and Wells Fargo Bank. Heyen volunteers with her child's elementary school PTO and serves as treasurer and director of a family tile business. 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 investment and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
Michael T
Series 66
Lincoln, NE
Newedge Advisors
Michael Todd is a financial advisor at NewEdge Advisors with eight years of industry experience. He previously worked at Stifel for seven years and Talent Plus Inc for four years. Todd is involved in his community as a board member of the Lincoln Ice Hockey Association, where he manages SafeSport activities, and coaches youth ice hockey and baseball. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent advisor representatives. The firm provides a broad range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, using multiple program structures and technology tools to support advisor and client needs.
Mitchell B
Series 66
Lincoln, NE
Newedge Advisors
Mitchell Bergen is a Series 66-credentialed financial advisor at NewEdge Advisors with three years of industry experience. He previously worked at Stifel - Olson Financial Group and Talent Plus Inc. Outside of his advisory role, he volunteers as a youth sports coach at the YMCA of Lincoln and serves as a committee member for the Knights of Columbus at Blessed Sacrament Catholic Church. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house and third-party strategies with ongoing due diligence and technology support.
Kasey H
Series 66
Lincoln, NE
Newedge Advisors
Kasey Hosack is a financial advisor at NewEdge Advisors with six years of industry experience. She holds a Series 66 designation and previously worked at Stifel and NAI FMA Realty. Outside of her advisory role, Hosack is the Director of Client Service for Cleartrek Wealth Partners and CrossMMG LLC, a professional employer organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence processes.
Matthew O
Series 63, Series 65
Lincoln, NE
Newedge Advisors
Matthew Olson is a financial advisor with NewEdge Advisors in Lincoln, NE, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining NewEdge Advisors and NewEdge Securities in 2025, he spent 15 years at Stifel Nicolaus & Co Inc. Olson is a co-founder and wealth partner at Cleartrek Wealth Partners, a registered investment advisor, and serves as a board member for the Alpha Tau Omega Fraternity chapter in Lincoln. 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 broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support both advisors and clients.
Loy O
Series 63, Series 65
Lincoln, NE
Newedge Advisors
Loy Olson is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes 15 years at Stifel Nicolaus and Company, Inc. Olson also serves as chairman of Cleartrek Wealth Partners and 9BarO, both investment advisory businesses. 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 various advisory programs, employing centralized due diligence and technology tools to support both advisors and clients.
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