Kris Pearson
Kris Pearson is a registered investment advisor at Newedge Advisors, based in Aberdeen, SD, with 20 years of industry experience. Kris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42,946 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewEdge Advisors manages investments through a wrap fee program. Clients pay a single annual fee, not to exceed 2.50%, which covers investment advice and custodial transaction costs. The fee is calculated based on the value of the account and is billed quarterly in advance. Fees are negotiable. Clients may pay more for the wrap fee service than they would for non-wrap services, depending on their account's trading activity.
Location
205 6th Ave SE 102, Aberdeen, SD, 57401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kris is involved in several investment-related activities, including DBAs for LPL business and registered investment advisor roles with GWM Advisors, LLC and NewEdge Advisors, LLC, taking up a significant amount of time. Kris also serves as a trustee for a family trust and sells non-variable insurance products, including life and long-term care, dedicating minimal time to these activities.
Employment History
Current Registrations
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations16 states
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