Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

A O

Series 63, Series 65

Madison, WI

Benjamin F. Edwards & Company, Inc.

A Olsen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Benjamin F. Edwards & Company since 2009. He also serves as a trustee for a friend in an investment-related capacity. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services such as fee-based wrap programs, financial planning, and investment management consulting, utilizing a variety of model strategies and portfolios that are monitored and rebalanced regularly.

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

Carrie D

Series 66

Madison, WI

Benjamin F. Edwards & Company, Inc.

Carrie Dorman is a financial advisor with Benjamin F. Edwards & Company, Inc. in Madison, WI, holding a Series 66 designation and possessing 17 years of industry experience. She has been with Benjamin F. Edwards since 2012. Benjamin F. Edwards & Company serves a broad client base including individuals, pension plans, charitable organizations, and corporations, offering fee-based wrap programs, financial planning, and investment management consulting. The firm utilizes a range of investment strategies managed internally, by its advisors, and third-party managers, and combines custody and execution services uncommon among peers.

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

Nicolas A

Series 66

Madison, WI

Benjamin F. Edwards & Company, Inc.

Nicolas Adamany is a financial advisor at Benjamin F. Edwards & Company, Inc. in Madison, WI, holding the Series 66 designation with two years of industry experience. Prior to his current role, he was a founding member and guitarist of the Wheelhouse Band (Mightywheelhouse LLC), performing sporadically. 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 fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of model strategies and asset management approaches supported by an internal trading desk and 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
user avatar
firm logo

Matthew C

CFP®, Series 66

Madison, WI

Benjamin F. Edwards & Company, Inc.

Matthew Clooten is a CFP® with 19 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. since 2010. He holds a Series 66 license and is based in Madison, WI. 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 variety of fee-based wrap programs and investment management services, utilizing both strategic multi-year allocations and tactical adjustments across multiple portfolio 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
user avatar
firm logo

Tyler N

CFP®, Series 66

Madison, WI

Benjamin F. Edwards & Company, Inc.

Tyler Nafziger is a financial advisor with Benjamin F. Edwards & Company, Inc. in Madison, WI. He holds the CFP® designation and the Series 66 license, and has three years of industry experience. Prior to his current role, he worked at Zendesk and Mattel. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers various fee-based wrap programs and financial planning services, utilizing both strategic multi-year allocations and tactical adjustments across mutual funds, ETFs, separately managed accounts, and customized portfolios.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")