Brian
Persson
Benjamin F. Edwards Wealth Management, LLC
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About this Advisor
Brian Persson is a financial advisor operating out of Waterloo, Iowa with 3 years of industry experience. Persson is an advisor for Benjamin F. Edwards Wealth Management, LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Benjamin F Edwards & Co and Benjamin F. Edwards Wealth Management, LLC. Persson maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Iowa and Texas. Benjamin F. Edwards Wealth Management, LLC is a financial advisory company headquartered in Saint Louis, MO. It has offices in five locations and a total of 23 people on staff. It handles $611 million in assets under management among its 2,470 accounts, placing it among the bigger firms in the country by assets under management. The firm advises five charities and foundations. Of its 2,470 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Benjamin F. Edwards Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees are based on the type of services. However, fee types billed by Benjamin F. Edwards Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Benjamin F. Edwards Wealth Management, LLC Brokerage Details
$611,275,981
23
2,470
$247,480
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Persson Work History
Brian has been registered as a financial advisor for 3 years.*
Benjamin F. Edwards Wealth Management, LLC
Benjamin F Edwards & Co
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Persson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Benjamin F. Edwards Wealth Management, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Waterloo, IA
Waterloo, IA
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