Brent Aaron Wilhelm

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

• 01/2012 → Present
  Benjamin F Edwards & Co.
  O'FAllon, IL

Previous Registrations

• 2008-01-01 → 2012-01-13
  Wells Fargo Clearing Services, Llc
  Waterloo, IL
• 2004-11-23 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Waterloo, IL
  St. Louis, MO
  Waterloo, IL

Other Businesses

ST. TERESA ATHLETIC ASSOCIATION - BELLEVILLE, IL. NON-INVESTMENT RELATED, TREASURER. DUTIES: DEPOSIT FUNDS COLLECTED FROM DUES AND FUNDRAISING EVENTS, CHECK SIGNING AUTHORITY. EFFECTIVE DATE: 10/21/2019, APPROX 4 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2004-11-22
• S63 Uniform Securities Agent State Law Examination
  1999-01-15