Elizabeth Ann Plotkin
Investment adviser representative at Newedge Advisors
14 yearsExperience
1 stateRegistered in
$43.2BFirm assets
12 yearsFirm in business
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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
14 years in the industry.
- Newedge AdvisorsJul 2026 to now
- Newedge Securities LLCFeb 2026 to now
- Empower Financial Services, IncJan 2024 to Dec 2025
- Northwestern Mutual Investment Services, LLCJan 2012 to Nov 2023
- Northwestern Mutual Life Insurance CompanyJan 2012 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5240084
- Firm CRD
- 171351