Brian Wiklund
Brian Wiklund is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Leawood, KS, with 28 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.
Fee Estimator
Location
5250 W. 116th Place, Suite 320, Leawood, KS, 66211
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2009Customer Dispute
December 2002Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
Benjamin F. Edwards & Company, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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