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Ryan Robert Geschke

Investment adviser representative at Newedge Advisors
10 yearsExperience
2 statesRegistered 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

10 years in the industry.

  1. Newedge AdvisorsJan 2019 to now
  2. Gwm Advisors, LLCDec 2018 to now
  3. LPL Financial, LLCFeb 2018 to now
  4. Advisors' PrideJan 2018 to Nov 2018
  5. Sii Investments/nphJun 2008 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 2 states (MN, 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
5481670
Firm CRD
171351
Advisor's SEC record (opens in a new tab)
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