Charles
Stowman
Newedge Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Charles Stowman is a financial advisor operating out of Fargo, North Dakota with 5 years of relevant experience. Stowman is currently employed by Newedge Advisors. Their career trajectory has included roles at Bremer Bank, Lpl Financial, LLC and Gwm Advisors, LLC. Stowman holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to serve investors in North Dakota. Newedge Advisors is an advisory business operating out of New Orleans, LA. It has offices in 99 locations and a total of 499 financial advisors. It manages $13 billion in total assets among its 48,067 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 114 charities and foundations. Of its 48,067 accounts, 27% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management vary depending on the type of services. Fees billed by Newedge Advisors most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Stowman Work History
Charles has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Gwm Advisors, LLC
Bremer Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Stowman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Newedge Advisors
New Orleans, LA
San Diego, CA
New Orleans, LA
New Orleans, LA
New Haven, CT
New Orleans, LA
Monroe, LA
New Orleans, LA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
