Michael Walter Kreimer
Investment adviser representative at Newedge Advisors
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$43.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Newedge Advisors, LLC.Nov 2023 to now
- Eudaimonia Partners, LLC (d/b/a Assetwise Financial Group)Oct 2018 to now
- Ballantyne Financial Group LLCDec 2010 to now
- Compass Securities CorporationNov 2018 to Jul 2019
- Raymond James Financial Services AdvisorsApr 2009 to Sep 2018
- Raymond James Financial Services, Inc.Apr 2009 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (NC, NH, TX).
Newedge Advisors
Legal name: Newedge Advisors, LLC
$43.2BAssets managed
49,898Clients
603Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1451905
- Firm CRD
- 171351