Brent David Romenesko

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2002 → 06/2021
  Tempo Investment Advisors, Inc.
  Chaska, MN
• 06/2021 → Present
  Gwm Advisors Llc
  New Orleans, LA

Previous Registrations

• 2013-05-08 → 2021-06-16
  Tempo Investment Advisors, Inc.
  Chaska, MN

Other Businesses

1. 06/04/2021 - Tempo Investment Advisors insurance sales - not investment related - at reported business location(s) - insurance sales - owner - started 01/2012 - 1 hour per month during trading - I provide insurance solutions as a part of client financial planning. 2. Mr. Romenesko conducts advisory services through NewEdge Advisors, LLC, a registered investment advisor, doing business as (DBA) Tempo Wealth. Mr. Romenesko is an investment advisor representative and devotes 160 hours per month to this activity during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-08-07

Designations

• Certified Financial Planner