Gary Wedge, CFP® is a Registered Investment Adviser and owner of Newage Advisors in Lansing, MI and has over 15 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newage Advisors LLC | Lansing, MI | Aug 2015 - Current | 8 |
| Kalos Capital | Alpharetta, GA | Oct 2012 - Aug 2015 | 2 |
| Capital Strategies, LLC | Okemos, MI | Feb 2011 - Aug 2015 | 4 |
| First Class Tax Service | Okemos, MI | Feb 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
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Total Assets Under Management12MILLIONS
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Total Number of Accounts39ACCOUNTS
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Average Account Value$311,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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