Loy Uriah Olson

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

• 10/2010 → 07/2025
  Stifel Nicolaus And Company, Inc.
  St. Louis, MO
• 07/2025 → Present
  Newedge Advisors
  New Orleans, LA
• 07/2025 → Present
  Newedge Securities, Llc
  Pittsburgh, PA

Previous Registrations

• 2010-10-22 → 2025-07-24
  Stifel, Nicolaus & Company, Incorporated
  Omaha, NE
  St. Louis, MO
  Lincoln, NE
• 2008-01-01 → 2010-10-01
  Wells Fargo Clearing Services, Llc
  Lincoln, NE
• 1997-07-31 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Lincoln, NE
  St. Louis, MO

Other Businesses

1. Haymarket Sweet*No Invest*PBA Arena*Private suite in PBA Arena for basketball games/concerts*8/1/15*1 Hr Trade/1 Non trade 2.Cleartrek Wealth Partners* Yes Invest*Lincoln, NE *Investing*8/1/25*Chairman*Managing client's money*160 Hrs Trade/160 Non Trade 3.9BarO*Yes Invest*2305 Winding Ridge Road*Registered Investment Advisor*8/1/25*Investing*Chairman*60 Hrs trade/0 Non trade 4.NewEdge Advisors*Yes Invest*Lincoln, NE *Registered Investment Advisor*8/1/25*Member*Chairman Investment Advisor*160 Hrs trade/160 non trade

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-03-31
• S63 Uniform Securities Agent State Law Examination
  1980-04-29