Advisor at Benjamin F. Edwards Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Benjamin F. Edwards Wealth Management, LLC
Location
Bolivar, MO
Credentials
Series 63, Series 66
Industry experience
24 years
Set fees charged for financial planning and consulting services, frequency and amount negotiated.
Investment adviser representatives may sell commission-based securities products separately from advisory services.
Hourly fees charged for financial planning and consulting services when no assets are under management.
Account minimum: $5,000 to $160,000 depending on strategy and portfolio manager Fee-only: Fees are negotiable and customized per client; no set fee schedule provided.
Benjamin F. Edwards & Co.
2017 - Present (9 years)
Bolivar R-1 School District
2017 - 2017 (1 year)
UNEMPLOYED
2016 - 2017 (1 year)
Morgan Stanley Private Bank, National Association
2015 - 2016 (1 year)
Morgan Stanley
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Bolivar, MO
Edward Jones
CFP®, Series 66
Bolivar, MO
Edward Jones
Series 65
Bolivar, MO
Sterling Investment Advisors, LLC
Series 65
Bolivar, MO
Sterling Investment Advisors, LLC
ChFC®, Series 63, Series 65
Bolivar, MO
Sterling Investment Advisors, LLC
Series 63, Series 66
Humansville, MO
Empower Advisory Group
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