Evan Andresen

Financial advisor at Newedge Advisors

Last updated 2026-10-10

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Evan Andresen is a financial advisor at Newedge Advisors, CRD 7577792. Licenses and exams on the registration: Series 65. IAPD registration began 2025-01-16.

Registration

CRD number
7577792
Registration status
Active
IAPD registration
2025-01-16
Industry Experience
1 year
Work Experience
12 years
States registered
IL, TN

Licenses and exams

  • Series 65

Work history

  • 2024-09 to 2025-01 · Midwest Wealth Management · Roselle, IL
  • 2025-01 to Present · Newedge Advisors LLC · Roselle, IL
  • 2024-05 to 2024-09 · Unemployed · Roselle, IL
  • 2022-10 to 2024-05 · Dubuque Racing Association · Dubuque, IA
  • 2020-08 to 2024-05 · University of Wisconsin - Platteville · Platteville, WI
  • 2017-02 to 2020-08 · Iron Wok · Hampshire, IL
  • 2014-01 to 2017-02 · Student · Hampshire, IL

Current employment

SEC IAPD record for Evan Andresen

Newedge Advisors

Regulatory AUM
$43,214,714,138
Registered advisors
601
Offices
366
Clients per advisor
83.0 (Moderate)
Average AUM per client
$866.1K (Low)
High-net-worth client ratio
26.3% (Moderate)

Newedge Advisors: advisors, services and reported ETF investments

About

Evan Andresen is a financial advisor at Newedge Advisors. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Newedge Advisors LLC, Midwest Wealth Management, Unemployed, Dubuque Racing Association, among others.

SEC disclosures list additional business and community activities: Mr: Andresen is a licensed insurance agent/broker; He may offer insurance products and receive customary fees as a result of insurance sales.

Newedge Advisors' firm-level Form ADV reports 601 advisors across 366 offices; approximately 83.0 clients per advisor, average assets per client of $866,061, and regulatory AUM of $43.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $16.1B across 1,360 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Evan Andresen personally.

Reported ETF positions

Newedge Advisors reports 1,360 ETF positions worth $16.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Newedge Advisors
FundReported value
IVV — iShares Core S&P 500 ETF$886.6M
SPY — SPDR S&P 500 ETF TRUST$749.8M
VOO — Vanguard S&P 500 ETF$470.4M
SPYM — State Street SPDR Portfolio S&P 500 ETF$387.2M
DYNF — iShares U.S. Equity Factor Rotation Active ETF$296.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Newedge Advisors on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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