Brent WilhelmCRD Number: 3160724
Current Firm: Benjamin F. Edwards & Company, Incorporated
Brent Wilhelm (CRD# 3160724) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 18 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Benjamin F Edwards & Company||O'fallon, IL||Jan 2012 - Current||5|
|Wells Fargo Advisors LLC||Waterloo, IL||May 2009 - Jan 2012||2|
|Wachovia Securities, LLC||Waterloo, IL||Jan 2008 - May 2009||1|
|A.g. Edwards||Belleville, IL||Nov 1998 - Jan 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management4,221MILLIONS
Total Number of Accounts17,796ACCOUNTS
Average Account Value$237,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops