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Brent W

Series 63, Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Brent Wilhelm is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as treasurer for the St. Teresa Athletic Association in Belleville, IL. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering services to individuals, high-net-worth clients, and institutional clients through a range of advisory programs, financial planning, and investment management solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Michele T

Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Michele Tanner is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing nine years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Richard S

CFP®, Series 63, Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Richard Stone is a CFP® professional with 26 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. His career spans roles at several well-known firms in the industry. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and investment management services using both proprietary strategies and third-party models.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Leann T

Series 63, Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Leann Trampe is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 66 registrations and has 11 years of industry experience. Prior to joining Benjamin F. Edwards in 2022, she worked at Charles Schwab Bank, Charles Schwab, Stifel Nicolaus & Co Inc, and Scottrade. She also has experience in education from her time at Aviston Elementary. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and financial services, combining proprietary strategies with third-party models and operating an internal trading desk alongside Pershing custody services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Quinten S

Series 63, Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Quinten Spivey IV is a financial advisor at Benjamin F. Edwards & Company, Inc. with 31 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Benjamin F. Edwards since 2012, following two years at Wells Fargo Clearing. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. Benjamin F. Edwards offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and certain M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Sally D

Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Sally Davis is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds a Series 66 designation and has 24 years of industry experience. Her career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Benjamin F. Edwards in 2012. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party models, with an internal trading desk and a combination of custody and clearance services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Jeffrey L

Series 63, Series 66

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Jeffrey Luechtefeld is a financial advisor at Benjamin F. Edwards & Company, Inc. with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns drive-thru coffee kiosks in Owensboro, Kentucky. Benjamin F. Edwards & Company serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients, offering a range of advisory, brokerage, insurance, and M&A services through over 500 advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Troy C

CFP®, Series 63, Series 65

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Troy Cox is a CFP® professional with 29 years of experience in the financial services industry. He has worked with Benjamin F. Edwards & Company, Inc. since 2012 and has prior experience at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., Martin Wier, Inc., and OSAIC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and investment management solutions, combining proprietary strategies with third-party models and operating an internal trading desk alongside custody and clearance services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Patricia J

Series 63

O'Fallon, IL

Benjamin F. Edwards & Company, Inc.

Patricia Jenks is a financial advisor at Benjamin F. Edwards & Company, Inc. with 49 years of industry experience. She holds a Series 63 designation and has worked at Benjamin F. Edwards since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individual, high-net-worth, pension, charitable, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, combining proprietary strategies with third-party models across various asset classes.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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