NewEdge Advisors Welcomes $650 Million Nebraska Team

Cleartrek Wealth Partners marks first Nebraska-based team for NewEdge Advisors

NEW ORLEANS--(BUSINESS WIRE)--NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful financial advisors nationwide, announced today that Cleartrek Wealth Partners has joined the firm. Based in Lincoln, Nebraska, Cleartrek Wealth Partners comes to NewEdge Advisors from Stifel, where they managed approximately $650 million in client assets.

“We are thrilled to welcome Cleartrek Wealth Partners to NewEdge Advisors,” said Alex Goss, CEO of NewEdge Advisors. “Their addition to the NewEdge network expands our footprint into Nebraska, our 39th state, and it’s an honor to have such a respected, forward-thinking group representing us. We are committed to equipping them with the tools and resources they need to deliver exceptional client service and look forward to supporting their continued success.”

Founders and colleagues Loy Olson, Matt Olson, Mike Todd, and Mitch Bergen teamed up to form Cleartrek Wealth Partners. The newly independent, seven-member team chose Goldman Sachs Custody Solutions (GSCS) as their primary custodian.

Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, added, “Goldman Sachs Custody Solutions is excited to continue working with NewEdge to support advisors on their journey to independence. Through their access to Goldman Sachs’ institutional-grade solutions, Cleartrek can deliver an elevated experience to their clients.”

Loy Olson, Co-Founder, Wealth Partner, and Chairman at Cleartrek Wealth Partners said, "Our team has always been grounded in trust, service, and authentic relationships. NewEdge Advisors shares our client-first mindset and collaborative approach, making this transition a natural fit for our team. Together, we’ll be even better positioned to support our clients and their families with the care and attention they deserve."

About NewEdge Advisors

New Orleans-based NewEdge Advisors is a growth-oriented RIA founded by Alex Goss and Neil Turner. The firm, built by advisors for advisors, embraces a transparent approach to educating advisors on the opportunities that currently exist in the industry landscape. This approach, combined with advisor-first services and multiple affiliation models, including direct 1099 and W-2, continues to attract high-performing advisors from across the country.

Previously known as Goss Advisors, the firm became a part of EdgeCo Holdings in 2020 to lead the 1099 wealth division. In 2021, NewEdge Advisors was created as a part of the launch of NewEdge Capital Group.

Goldman Sachs Custody Solutions Disclosure

Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and Member FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.