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Credentials
Series 66
Experience Industry experience
8 years
Location
Germantown, IL
Benjamin F. Edwards & Company, Inc.
Enterprise
Suzanne Markus is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked with firms including Raymond James Financial Services and UBS Financial Services. Outside of her advisory role, she is involved as a marketing partner in a hair care product business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through consolidated wrap fee programs and employs both strategic and tactical portfolio management approaches.
Based on Benjamin F. Edwards & Company, Inc.
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.
Germantown, IL
Germantown IL
Advisors at this office
1
Illinois · Missouri
8 years of industry experience
Benjamin F. Edwards
2022 - Present • 4 years
Saint Louis, MO
Raymond James Financial Services Advisors, Inc.
2021 - 2022 • 1 year
Clayton, MO
Old North State Investment, LLC.
2020 - 2022 • 2 years
Clayton, MO
The Mike Brown Financial Group
2020 - 2022 • 2 years
Clayton, MO
Raymond James Financial Services, Inc.
2020 - 2022 • 2 years
Clayton, MO
UBS Financial Services, Inc.
2014 - 2020 • 6 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 63, Series 65
Lebanon, IL
Markowski Investments
Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.
Series 66
Breese, IL
Midwestern Securities Trading Company, LLC
Ian Timimmermann is a financial advisor with Midwestern Securities Trading Company, LLC, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Bradford National Bank and Knights of Columbus. Midwestern Securities Trading Company serves a diverse client base including individual investors, retirement plan sponsors, municipalities, charitable organizations, and community financial institutions. The firm offers financial planning, portfolio management, and fiduciary services, utilizing a combination of discretionary model portfolios and advisory recommendations supported by fundamental and technical research.
Series 63, Series 66
Breese, IL
Eagle Strategies (NY Life)
Logan Isaak is a financial advisor with Eagle Strategies (NY Life) based in Breese, IL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he has worked with Nylife Securities LLC and has been associated with The Timmermann Group for seven years, operating under its DBA name to service insurance and financial product clients. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers a range of advisory services, emphasizing tailored recommendations and managing a significant portion of assets on a non-discretionary basis within the New York Life affiliate structure.
Series 63, Series 65
Breese, IL
Eagle Strategies (NY Life)
Matthew Becker is a financial advisor with Eagle Strategies (NY Life) based in Breese, Illinois. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. In addition to his advisory work, he serves as a substitute teacher and volunteer assistant boys basketball coach at Mater Dei Catholic High School. He has operated Becker Financial since 2016, focusing on brokering insurance products. Eagle Strategies serves a diverse client base, including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a notable emphasis on retirement plan advisory within an integrated New York Life affiliate structure.
Series 66
Aviston, IL
Mass Mutual Investors Services
Nathan Duncan is a financial advisor with Mass Mutual Investors Services in Aviston, Illinois. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked for the Federal Bureau of Prisons for ten years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools to develop written recommendations tailored to client goals.
CFP®, Series 66
Mascoutah, IL
Cetera
Michael Mcvey is a CFP® professional with 21 years of industry experience and is currently affiliated with Cetera. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, and has taught business management at Southwestern Illinois College since 2012. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services across multiple program structures.
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