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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.
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.
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.
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.
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.
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