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Credentials
Series 66
Experience Industry experience
11 years
Location
Gladwin, MI 48624
Benjamin F. Edwards & Company, Inc.
Enterprise
Anna Reihl is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 11 years of industry experience, including 11 years at Edward Jones before joining her current firm in 2026. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management services through discretionary and non-discretionary strategies managed internally and by third-party managers.
Based on Benjamin F. Edwards & Company, Inc.
Financial Planning typically charged as a flat fee; minimum $125 annual fee for advisory accounts.
$0 - $250,000: 1.50% (Mutual Fund Portfolios, Mutual Fund Model Strategies, Active Passive Portfolios) $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75% $0 - $250,000: 2.00% (Client Portfolios) $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65% $0 - $250,000: 2.25% (Private Portfolios) $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.75% $0 - $100,000: 1.25% (BFE Models) $100,001 - $350,000: 1.00% $350,001+: 0.75% $0 - $500,000: 2.75% Equity in Separately Managed Portfolios $500,001 - $1,000,000: 2.25% Equity in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.75% Equity in Separately Managed Portfolios $2,500,001+: 1.25% Equity in Separately Managed Portfolios $0 - $500,000: 1.25% Fixed Income in Separately Managed Portfolios $500,001 - $1,000,000: 1.15% Fixed Income in Separately Managed Portfolios $1,000,001 - $2,500,000: 1.00% Fixed Income in Separately Managed Portfolios $2,500,001+: 0.85% Fixed Income in Separately Managed Portfolios $0 - $500,000: 2.25% (Unified Managed Account) $500,001 - $1,000,000: 1.75% (UMA) $1,000,001 - $2,500,000: 1.25% (UMA) $2,500,001+: 1.00% (UMA) plus asset manager fee 0.00%-0.50%
Financial planning fees may be negotiated, flat fees; other consulting fees negotiable and may include hourly arrangements.
Account minimum: $5,000 (varies by strategy; see details below) Minimum fee: Minimum annual fee of $125 applies to all investment advisory accounts. Fee-only: Financial Planning services charged as negotiable flat fees; Retirement Plan Consulting, Investment Management Consulting (without Execution), and Plan Participant Consulting fees are negotiable and hourly or fixed fees may apply.
Gladwin, MI
129 Schuster Lane St, Suite B
Gladwin MI 48624
Advisors at this office
1
Michigan · Texas
11 years of industry experience
Benjamin F Edwards & Co, Inc
2026 - Present • 1 year
Gladwin, MI
Edward Jones
2015 - 2026 • 11 years
St Louis, MO
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.
Series 65
Gladwin, MI
Madison Partners
Andrew Page is a Series 65-licensed financial advisor with Madison Partners in Gladwin, MI, and has 12 years of industry experience. His prior roles include positions at VERTA Consulting, LLC, Limitless Global, and YPM Interests, LLC. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is customized and primarily long-term focused, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions as appropriate.
CFP®, Series 66
Clare, MI
Kingsview Wealth Management, LLC
Justin Cole is a CFP® with 14 years of industry experience, currently serving at Kingsview Wealth Management, LLC. Prior to joining Kingsview, he spent 14 years with Edward Jones. Outside of his advisory role, he co-owns and manages a rental property business with his wife. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a network of advisers and an internal portfolio group. The firm offers tailored portfolio management and employs proprietary model portfolios alongside third-party investment options.
Series 66
Gladwin, MI
Edward Jones
Dana Ornelas is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of experience at the firm. Based in Gladwin, MI, Ornelas has focused on wealth management services within the institution category. Edward Jones serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.
ChFC®, Series 66
Clare, MI
Edward Jones
Erin Ludwig is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Before joining Edward Jones in 2017, she worked at Frontier Communications and Charter Communications. Outside of her advisory role, Ludwig is an assistant coach for elementary girls' basketball and softball with Beal City Youth Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.
Series 66
Clare, MI
Edward Jones
Brianna Bitzer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Meijer for eleven years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
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