Natalie R Dymkowski

Employer firm

New Edge Wealth CRD 307771

$19.9B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2021 → 10/2022
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2021 → 05/2021
  Northwestern Mutual
  Denver, CO
• 11/2018 → 09/2019
  Genji
  Novi, MI
• 01/2015 → 08/2018
  Michigan State University
  East Lansing, MI
• 09/2019 → 02/2021
  Aerotek
  Detroit, MI
• 10/2022 → 08/2025
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 08/2025 → Present
  Newedge Securities Llc
  Pittsburgh, PA
• 08/2025 → Present
  Newedge Wealth
  Stamford, CT

Previous Registrations

• 2023-03-08 → 2025-08-27
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-16
• S63 Uniform Securities Agent State Law Examination
  2021-12-07

Other Names

• Natalie Dymkowski
• Natalie Rhea Dymkowski