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Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Benjamin F. Edwards & Company, Inc.

One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-08
WI RA APPROVED 2025-04-08
  • TX RA
    APPROVED_RES
    Since 2025-04-08
  • WI RA
    APPROVED
    Since 2025-04-08

Branch Locations

4050 State Highway 42/57, Sturgeon Bay, WI 54235 • United States

One North Brentwood Blvd, Suite 850, St. Louis, MO 63105 • USA

One North Brentwood Boulevard Suite 850, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services,Inc Sturgeon Bay WI 04/2015 04/2025
Raymond James Financial Services Advisors Inc. Sturgeon Bay WI 04/2015 04/2025
Blahnik Investment Group Sturgeon Bay WI 04/2015 Present
Benjamin F Edwards & Co, Inc Sturgeon Bay WI 04/2025 Present
  • 04/2015 → 04/2025
    Raymond James Financial Services,Inc
    Sturgeon Bay, WI
  • 04/2015 → 04/2025
    Sturgeon Bay, WI
  • 04/2015 → Present
    Blahnik Investment Group
    Sturgeon Bay, WI
  • 04/2025 → Present
    Benjamin F Edwards & Co, Inc
    Sturgeon Bay, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-29
S63 Uniform Securities Agent State Law Examination 1998-06-05
  • S65 Uniform Investment Adviser Law Examination
    1998-06-29
  • S63 Uniform Securities Agent State Law Examination
    1998-06-05

View on SEC IAPD

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