Kasey Jae Hosack

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

• 06/2018 → 07/2025
  Stifel
  Lincoln, NE
• 06/2011 → 06/2018
  Nai Fma Realty
  Lincoln, NE
• 07/2025 → Present
  Newedge Securities, Llc
  Pittsburgh, PA
• 07/2025 → Present
  Newedge Advisors
  New Orleans, LA

Previous Registrations

• 2020-05-27 → 2025-07-29
  Stifel, Nicolaus & Company, Incorporated
  Lincoln, NE

Other Businesses

1. Nebraska Secretary of State (Notary Division)* No Invest*Lincoln, NE *Notary Public*4/10/12*Notarial activities* 1 Hr trade/1 Non trade 2. Power of Attorney*No Invest*Firth, NE *Power of Attorney (for my husband)*12/16/19*Ability to act on my husband's behalf in any manner, if needed*1Hr Trade/1 Non Trade 3.CrossMMG LLC*No Invest*Lincoln, NE *PEO (Professional Employer Organization) providing payroll and benefits administration for the Cleartrek Wealth Partners dba*7/21/25*Director of Client Service*Admin duties*160 Hrs trade/160 non trade 4.Cleartrek Wealth Partners*Yes Invest*Lincoln, NE *Financial services DBA*7/21/25*Director of Client Service*Admin duties*160 Hrs trade/160 Non trade

Exams

• S66 Uniform Combined State Law Examination
  2020-05-26

Other Names

• Kasey Jae Wilnes