Leawood, KS 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

517

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

5250 W. 116th Place, Suite 320

Leawood KS 66211

Advisors at this office

8

Advisors at this office

user avatar

John D

Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

John Diederich is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at Benjamin F. Edwards since 2012, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he maintains a 16.66% ownership interest in DK Farm and Ranch, LLC, which operates farm and ranch land in Kansas. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, and institutions through over 500 advisors. The firm offers a range of services including investment management, financial planning, retirement consulting, and brokerage, combining proprietary and third-party investment strategies with an internal trading desk and custody services.

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

August L

Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

August Liberty is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has experience at firms including RT Specialty and Hy-Vee, Inc. His background also includes work with the St. Isidore Catholic Student Center and Kansas State University. 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 provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, and M&A advisory services, utilizing both proprietary strategies and third-party models.

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

Gary L

CFP®, Series 63, Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Gary Liberty is a CFP® professional with 37 years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2012. His prior experience includes 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 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, investment management, brokerage services, and certain M&A advisory services, utilizing both proprietary and third-party strategies.

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

Victoria D

Series 63, Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Victoria Davis is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at multiple firms, including LexAurum Advisors, LLC and RBC Capital Markets, LLC, before joining her current firm. 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 advisory programs, financial planning, investment management, and brokerage 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

Cansada C

Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Cansada Coleman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Waddell & Reed Inc., Merrill, and Wells Fargo Clearing. Coleman has been with Benjamin F. Edwards since 2017. 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, investment management, brokerage services, insurance products, and 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

Peyton W

Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Peyton Wiklund is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning his advisory career in 2023. His prior experience includes roles at Chubb and RTS Financial, as well as work outside finance at Jayhawk Cafe and the University of Kansas. 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 services including advisory programs, financial planning, investment management consulting, and brokerage services, utilizing both proprietary and third-party model portfolios.

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

Lawrence I

CFP®, Series 63, Series 66

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Lawrence Ingram is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2012. His previous roles include positions 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 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, and brokerage with a combination of proprietary and third-party strategies.

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

Brian W

CFP®, Series 63

Leawood, KS

Benjamin F. Edwards & Company, Inc.

Brian Wiklund is a CFP® professional with 28 years of experience in the financial services industry. He has been with Benjamin F. Edwards & Company, Inc. since 2012. 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 team of more than 500 advisors. The firm provides a range of services including financial planning, investment management, retirement plan consulting, brokerage, insurance products, and select M&A advisory services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
View complete list of advisors at this office
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