Midland, MI Office
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Benjamin F. Edwards & Company, Incorporated
Enterprise
Firm-wide stats for Benjamin F. Edwards & Company, Incorporated
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.
Expertise
Occupation focus
Location
400 Ashman Street, Suite 200
Midland MI 48640
Advisors at this office
5
Advisors at this office
Ryan R
Series 66
Midland, MI
Benjamin F. Edwards & Company, Inc.
Ryan Rasmussen is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning his advisor career in 2025. His prior work experience includes roles at Crystal Mountain, Great Lakes Ag Labor Services, Bodo Moeller Chemie, Hope College, and various educational institutions. 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 over 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 certain M&A advisory services.
Joshua B
Series 63, Series 66
Midland, MI
Benjamin F. Edwards & Company, Inc.
Joshua Baeza is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Prudential Annuities Distributors. Outside of finance, his work history includes roles at Angry Owl and Claude's Sauces. 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 and financial services, combining proprietary strategies with third-party models and operating an internal trading desk alongside custody and clearance services.
Matthew B
CFP®, Series 63
Midland, MI
Benjamin F. Edwards & Company, Inc.
Matthew Bishop is a CFP® with 25 years of industry experience, currently affiliated with Benjamin F. Edwards & Company, Inc. in Midland, MI, where he has worked since 2013. He previously worked at Wells Fargo Clearing from 2010 to 2013. Outside of his advisory role, he serves as a board member of CBM Services, Inc., a non-investment related organization based in Midland, Michigan. Benjamin F. Edwards & Company is a 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 financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services using both proprietary and third-party investment strategies.
Ralph B
CFP®, Series 63, Series 66
Midland, MI
Benjamin F. Edwards & Company, Inc.
Ralph Brozzo is a CFP®-certified financial advisor at Benjamin F. Edwards & Company, Inc. with 30 years of industry experience. He has worked at Benjamin F. Edwards since 2013 and previously at Wells Fargo Clearing for three years. Outside of advisory work, he holds a majority ownership in Debroz Entertainment Co., an investment-related business in Midland, Michigan. 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 and brokerage services, including proprietary and third-party investment strategies delivered via discretionary and non-discretionary managed solutions.
Ty C
Series 66
Midland, MI
Benjamin F. Edwards & Company, Inc.
Ty Chambers is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he worked eight years in construction. 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 wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, utilizing proprietary strategies and third-party model portfolios.
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