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Ryan R

Series 66

Midland, MI

Benjamin F. Edwards & Company, Inc.

Ryan Rasmussen is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Crystal Mountain, Great Lakes Ag Labor Services, Bodo Moeller Chemie, and Hope College. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of investment and financial planning services through fee-based wrap programs utilizing both proprietary 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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Joshua B

Series 63, Series 66

Midland, MI

Benjamin F. Edwards & Company, Inc.

Joshua Baeza is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. Before joining Benjamin F. Edwards in 2024, he worked at Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Prudential Annuities Distributors. Prior to his financial services career, he was involved in entrepreneurial ventures including Claude's Sauces. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management through a variety of managed strategies and maintains internal custody, trading, and advisory capabilities.

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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Matthew B

CFP®, Series 63

Midland, MI

Benjamin F. Edwards & Company, Inc.

Matthew Bishop is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2013. He holds the Series 63 license and serves on the board of CBM Services, Inc., a non-investment related organization in Midland, Michigan. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of advisory services through fee-based wrap programs and utilizes both in-house and third-party managed strategies across multiple asset classes.

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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Ralph B

CFP®, Series 63, Series 66

Midland, MI

Benjamin F. Edwards & Company, Inc.

Ralph Brozzo is a CFP® with 30 years of industry experience and has been with Benjamin F. Edwards & Company, Inc. since 2013. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a majority stake in DeBroz Entertainment Co., a company based in Midland, MI. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers a range of fee-based wrap programs and investment strategies, supported by a large team of advisors and substantial assets under management.

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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Ty C

Series 66

Midland, MI

Benjamin F. Edwards & Company, Inc.

Ty Chambers is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has two years of industry experience. His prior work experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company. 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 institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of actively and passively managed portfolios 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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