Advisor at Benjamin F. Edwards & Company, Inc.
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 & Company, Inc.
Location
Sturgeon Bay, WI 54235
Credentials
Series 63, Series 65
Industry experience
< 1 year
Flat fees for specific services or financial plans possible; specific amounts not clearly stated
Wrap fee based on the value of assets under management, specific percentages not clearly stated
Brokerage accounts pay separate commissions per transaction; specific amounts not clearly stated
Hourly charges reported in SEC Part 1; specific rates not clearly stated in brochure
Fee-only: Financial planning fees may be negotiated separately; specific amounts not clearly stated
Benjamin F. Edwards & Co., Inc.
2025 - Present (1 year)
Lido Advisors, LLC
2024 - 2025 (1 year)
Pegasus Partners Ltd.
2024 - 2024 (1 year)
Greystar Property Management
2023 - 2024 (1 year)
Raymond James
2023 - 2023 (1 year)
Wisconsin Dept of Revenue
2022 - 2022 (1 year)
State Street Brathaus
2021 - 2022 (1 year)
Stones Throw Winery
2021 - 2021 (1 year)
Manitowoc County Highway Dept
2020 - 2020 (1 year)
University of Wisconsin - Madison
2018 - 2024 (6 years)
Subway
2017 - 2019 (2 years)
Middle/ High School
2014 - 2020 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Sturgeon Bay, WI
Edward Jones
Series 66
Sturgeon Bay, WI
Edward Jones
Series 63, Series 65
Sturgeon, WI
Madison Partners
Series 63, Series 66
Sturgeon Bay, WI
Midwestern Securities Trading Company, LLC
Series 66
Sturgeon Bay, WI
Nicolet Wealth Management
Series 63, Series 65
Sturgeon Bay, WI
Benjamin F. Edwards & Company, Inc.
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