Bryan Thomas Hoppe

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Naperville, IL
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Naperville, IL
• 09/2018 → Present
  Benjamin F Edwards & Co
  Geneva, IL

Previous Registrations

• 2016-02-12 → 2018-09-18
  Wells Fargo Clearing Services, Llc
  Naperville, IL
  Geneva, IL

Other Businesses

EXECUTOR FOR GRANDMOTHER; INV RELATED; GENEVA, IL; START: 2/19/18; 0 HR/MO; 0 DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-11
• S63 Uniform Securities Agent State Law Examination
  2006-09-09

Designations

• Certified Financial Planner
• Chartered Financial Analyst