Gary Allen Wedge
CFP®Professional Summary
Gary Allen Wedge, CFP®, who also goes by Gary A. Wedge, is a registered financial advisor currently at NEWAGE ADVISORS LLC located in Lansing, Michigan. Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gary A. Wedge
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FOGUTH WEALTH MANAGEMENT, LLC.
Videos & Posts
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FOGUTH WEALTH MANAGEMENT, LLC.
Contact Information
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FOGUTH WEALTH MANAGEMENT, LLC.
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Disclosures on record.
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FOGUTH WEALTH MANAGEMENT, LLC.
Credentials
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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FOGUTH WEALTH MANAGEMENT, LLC.
Current Firm
NEWAGE ADVISORS LLC
Contact Information
Main Address
120 N. Washington Square Suite 300, Lansing, MI 48933Phone Number
(517) 618-9558# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
51AUM (Assets Under Management)
$14,972,128Similar Advisors
FOGUTH WEALTH MANAGEMENT, LLC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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FOGUTH WEALTH MANAGEMENT, LLC.
State Registrations and Notice Filings
(8/17/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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FOGUTH WEALTH MANAGEMENT, LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Allen Wedge's CRS (Customer Relationship Summary).
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FOGUTH WEALTH MANAGEMENT, LLC.