Grand Rapids, MI Office

Team
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Benjamin F. Edwards & Company, Incorporated logo

Benjamin F. Edwards & Company, Incorporated

Enterprise

Firm-wide stats for Benjamin F. Edwards & Company, Incorporated

Total advisors

519

Across 153 offices

Clients per advisor

63 Typical

Avg AUM per client

$553,528 Typical

HNW client ratio

1% Very Low

About

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 wrap‑fee advisory programs, financial planning, retirement plan consulting, investment management consulting (with and without execution), brokerage services, insurance products, and certain M&A advisory services.

BFE delivers both discretionary and non‑discretionary managed solutions that combine proprietary strategies and third‑party model providers, including model portfolios, active/passive ETF strategies, and a Unified Managed Account overlayed by BNY Mellon Advisors. Its in‑house Equity & Fixed Income Portfolios use a quantitative, factor‑based equity approach and fundamental credit research for fixed income, and the brochure notes that performance reporting for accounts holding fixed income products in that program is provided on an ad‑hoc basis upon client request.

The firm operates an internal equity and fixed‑income trading desk and includes custody and clearance services as part of many wrap programs while Pershing serves as the primary qualified custodian, an operational mix less common among large enterprise advisers. BFE’s disclosure also highlights recent regulatory matters (text‑message supervision, complex ETP suitability, and mutual fund share‑class selection) and describes remedial changes to supervisory procedures and product‑selection practices.

Based on Benjamin F. Edwards & Company, Incorporated

Expertise

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Based on Benjamin F. Edwards & Company, Incorporated

Occupation focus

Executive Founder/Business Owner

Based on Benjamin F. Edwards & Company, Incorporated

Location

99 Monroe Avenue, NW, Suite 975

Grand Rapids MI 49503

Advisors at this office

7

Advisors at this office

user avatar

Todd B

CFP®, Series 63, Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Todd Brandstadt is a CFP® with over 31 years of experience in the financial services industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2014, following prior roles at Raymond James & Associates and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves as a trustee for the Rocklin G. Brandstadt Living Trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with more than 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, employing proprietary and third-party investment strategies across equity and fixed income portfolios.

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

David H

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

David Hansen is a financial advisor at Benjamin F. Edwards & Company, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining his current firm in 2022. 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, investment management, and brokerage services, utilizing proprietary strategies and third-party models across equity and fixed income portfolios.

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

Christopher H

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Christopher Hebel is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has 19 years of industry experience, including 16 years at Edward Jones Investments prior to joining Benjamin F. Edwards. He is based in Grand Rapids, MI. 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 large team of advisors. The firm offers a range of services including financial planning, investment management, brokerage, insurance products, and certain M&A advisory services, utilizing both proprietary and third-party investment strategies.

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

Scott M

CFP®, Series 63, Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Scott Mc Pheeters is a CFP® professional with 20 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 integrated broker-dealer and SEC-registered investment adviser serving individual and institutional clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, and investment management utilizing proprietary and third-party strategies supported by an internal trading desk and custody services.

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

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. She holds a Series 66 designation and began her advisory career with the firm in 2024. Prior to joining Benjamin F. Edwards, she worked at Versiti Blood Centers for ten years. 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 services including financial planning, investment management, retirement plan consulting, brokerage, insurance products, and M&A advisory services.

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

Brian K

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Brian Kage is a financial advisor with Benjamin F. Edwards & Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and Homebridge Financial, as well as six years at United Wholesale Mortgage. 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 services, including wrap-fee programs, financial planning, and investment management using both proprietary and third-party strategies.

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

Sandra W

Series 66

Grand Rapids, MI

Benjamin F. Edwards & Company, Inc.

Sandra Williams is a financial advisor with Benjamin F. Edwards & Company, Inc. in Grand Rapids, MI, holding a Series 66 designation and 18 years of industry experience. She has worked at Benjamin F. Edwards since 2014, following prior roles at Raymond James & Associates and Wells Fargo Clearing. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and select M&A advisory services.

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