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Gary Allen Wedge

Newage Advisors LLC

Lansing, MI

CRD 5209878

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Employer firm

Newage Advisors LLC CRD 226514

$15.0M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Newage Advisors Llc

120 N. Washington Square Suite 300, Lansing, MI 48933 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2015-08-17
  • MI RA
    APPROVED
    Since 2015-08-17

Branch Locations

120 N. Washington Square Suite 300, Lansing, MI 48933 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newage Advisors Llc Lansing MI 08/2015 Present
Previous Registrations
  • 2012-10-03 → 2015-08-10
    Kalos Management
    Okemos, MI
    Ponte Vedra Beach, FL
  • 2012-07-11 → 2012-10-01
    San Diego, CA
    Okemos, MI
Other Businesses

INDEPENDENT INSURANCE AGENT - SALES OF LIFE/HEALTH INSURANCE & ANNUITIES; UP TO 10 HOURS PER WEEK WITH SOME DURING MARKET HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-31
  • S66 Uniform Combined State Law Examination
    2012-03-31
Designations
  • Certified Financial Planner
Other Names
  • Gary A. Wedge

View on SEC IAPD

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