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Kurt F

Series 63

Canton, OH

Benjamin F. Edwards & Company, Inc.

Kurt Faulhaber is a financial advisor at Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation with 40 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. 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 a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services through in-house and third-party managed strategies.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Thomas A

Series 63

Canton, OH

Benjamin F. Edwards & Company, Inc.

Thomas Addessi is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 42 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing both strategic and tactical portfolio management approaches.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Michele S

Series 63, Series 65

Canton, OH

Benjamin F. Edwards & Company, Inc.

Michele Stuban Peters is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 designations and has 44 years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of investment and financial planning services through fee-based wrap programs, using strategies managed internally and by third-party managers.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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James S

Series 63, Series 65

Canton, OH

Benjamin F. Edwards & Company, Inc.

James Stein is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Stein has been with Benjamin F. Edwards & Company since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Michael R

Series 63, Series 65

Canton, OH

Benjamin F. Edwards & Company, Inc.

Michael Rosso is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, Ohio. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Rosso has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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