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Todd B

CFP®, Series 63, Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Todd Brandstadt is a CFP®-designated financial advisor with Benjamin F. Edwards & Company, Inc., based in Grand Rapids, MI. He has 31 years of industry experience and has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he serves as trustee of the Rocklin G. Brandstadt Living Trust. Benjamin F. Edwards & Company provides investment advice and related services to a broad client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, combining model-based and customized approaches, and operates an in-house trading desk alongside brokerage, insurance, and M&A advisory services.

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

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

David Hansen is a financial advisor with Benjamin F. Edwards & Company, Inc. in Grand Rapids, Michigan. He holds a Series 66 designation and has 11 years of industry experience, including eight years at Edward Jones prior to joining Benjamin F. Edwards in 2022. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models with ongoing oversight and periodic review.

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

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Christopher Hebel is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones Investments for 16 years before joining Benjamin F. Edwards in 2023. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporations. The firm offers both model-based and customized investment strategies, combining active and passive approaches, with ongoing due diligence and portfolio monitoring.

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

CFP®, Series 63, Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Scott Mc Pheeters is a CFP® professional with 19 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2021 and previously spent 16 years at Edward Jones. Based in Grand Rapids, MI, he holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm offers a range of advisory and consulting services and employs a mix of firm-developed and third-party investment strategies with oversight from an Investment Strategy Committee.

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

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Jaela Mc Quillan is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 credential. She joined the firm in 2024 after spending ten years with Versiti Blood Centers. Benjamin F. Edwards & Co. provides investment advice and related services to a broad client base, including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, combining model-based and customized approaches, and operates as both an advisory firm and a broker-dealer.

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

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Brian Kage is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Northwestern Mutual and Homebridge Financial. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, including model-based and customized portfolios, and combines investment management with brokerage and trading services.

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

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Sandra Williams is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 18 years of industry experience. She has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that combine firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

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