TrueAdvisor
TrueAdvisor
BH
CFA · CFP
BH
CFA · CFP

Bryan Hoppe

Benjamin F. Edwards & Company, Incorporated
12 Years of Experience
Wheaton, IL
Broker
View SEC Summary
View SEC Summary

Bryan Hoppe is a CFA, CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Wheaton, IL, with 12 years of industry experience. Bryan 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.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
519 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 South County Farm Road, Suite 100, Wheaton, IL, 60187-4547

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Bryan serves as the executor for his grandmother's estate. This investment-related activity requires minimal time.

Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.
September 2018 - Present · 8 yrs 1 mo
Benjamin F. Edwards & Company, Incorporated
September 2018 - Present · 8 yrs 1 mo
Benjamin F. Edwards & Company, INC.Broker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2016 - September 2018 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2016 - September 2018 · 2 yrs 7 mos
Lehman Brothers INC.Broker
August 2006 - March 2008 · 1 yr 7 mos
State Registrations38 states
AKALARAZCACOCTDCDEFLGAIAILINKSKYMAMDMIMNMONCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Wheaton, IL →All financial advisors in Illinois →