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David Edward Olesen

Newedge Advisors

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About David Edward Olesen

David Olesen is a financial advisor at Newedge Advisors, LLC. David has been in the industry since May 2000 and has experience working with individuals, businesses, and institutions. David holds the Series 7, 63, 31, and 65 licenses, as well as the SIE. In addition to providing investment advisory services, David also offers financial planning, pension consulting, and selection of other advisors. David is registered to provide investment advice in 17 states.

Firm Information

David Olesen is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Olesen’s Registration & Firm History

IL

12/14/2023 - Present

Newedge Advisors (Roselle IL)

MO

05/04/2000 - 02/02/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 02/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/05/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 05/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Edward Olesen.
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