Okemos, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$39,707,639,014
ClientsTotal clients
48,809
AdvisorsAdvisors at this office
3
Of 604 advisors across 249 offices
Location
4650 Moore St.
Okemos MI 48864
Advisors at this office
3
Advisors at this office
Scott D
CFP®, Series 63
Okemos, MI
Newedge Advisors
Scott Danek is a CFP® with 33 years of experience in the financial services industry. He is currently with NewEdge Advisors and has previously worked at Cetera, LPL Financial, and Equanimity Wealth Management, Inc., among others. Outside of his advisory duties, Danek ties fishing flies for fellow enthusiasts upon request. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, retirement plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management and consulting services through independent investment adviser representatives, combining in-house and third-party strategies while utilizing technology and centralized due diligence.
Adam B
Series 65
Okemos, MI
Newedge Advisors
Adam Baczkiewicz is a financial advisor at NewEdge Advisors with a Series 65 credential and one year of industry experience. His prior work includes roles at Equanimity Wealth Management, CWM, LLC, and Rabo AgriFinance. Outside of advisory work, he has provided ride-sharing services through Uber. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs through multiple program structures and centralized due diligence.
Katie M
CFP®, Series 63, Series 65
Okemos, MI
Newedge Advisors
Katie Moss is a financial advisor at NewEdge Advisors with 21 years of industry experience. She holds the CFP® designation and has previously worked at Cetera Wealth Services, LPL Financial, and other firms. Outside of her advisory roles, she serves as a board member for Hospice of Lansing, a nonprofit hospice care organization. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad suite of services including portfolio management, financial planning, and retirement consulting through a network of independent advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")