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Loy Olson

Newedge Advisors
49 Years of Experience
Lincoln, NE
1 DisclosureBroker
View SEC Summary
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Loy Olson is a registered investment advisor at Newedge Advisors, based in Lincoln, NE, with 49 years of industry experience. Loy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4220 Lucile Dr., Suite 100, Lincoln, NE, 68506

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
September 2010
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Loy is a 1/4 owner of Haymarket Sweet LLC, which owns a suite at Pinnacle Bank Arena. Loy spends minimal time on this activity, which is not investment-related.

Employment History
Current Registrations
Newedge Securities, LLCBroker
July 2025 - Present · 1 yr 3 mos
Newedge Advisors
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2010 - July 2025 · 14 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 2010 - July 2025 · 14 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2010 · 2 yrs 9 mos
Wells Fargo Advisors, LLC
January 2008 - October 2010 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
August 1978 - January 2008 · 29 yrs 5 mos
Ellis, Holyoke & CO.Broker
January 1977 - September 1978 · 1 yr 8 mos
State Registrations18 states
AZCACOFLILINKSMNMONENVNYOKORSCTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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