Eric
Neumann
Newedge Advisors
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About this Advisor
Eric Neumann is a certified financial planner operating in Ashland, Wisconsin who has 5 years of relevant experience. Neumann is on the advisory team at Newedge Advisors. During their career, the advisor has held roles at Lpl Financial LLC, Gwm Advisors, LLC Dba Fiorio Wealth Advisors and Investment Centers Of America, Inc. Neumann holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida, Illinois, Michigan, Minnesota and Wisconsin. Newedge Advisors is an advisory business that has its headquarters in New Orleans, LA. It has offices in 99 locations and a total of 499 financial advisors. It handles $13 billion in assets under management between its 48,067 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 114 charitable organizations. Of its 48,067 customer accounts, 27% are held by high-net-worth investors who have more than $1 million in investable assets. Newedge Advisors 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 typically depend on the type of services offered. However, fees charged by Newedge Advisors likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Eric Neumann Work History
Eric has been registered as a financial advisor for 5 years.*
Gwm Advisors, LLC Dba Fiorio Wealth Advisors
Lpl Financial LLC
Investment Centers Of America, Inc
*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 Eric Neumann 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
New Orleans, LA
New Orleans, LA
Virginia Beach, VA
New Orleans, LA
New Orleans, LA
San Diego, CA
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.
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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.
