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CFP
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CFP

Thomas Henrichs

Benjamin F. Edwards & Company, Incorporated
50 Years of Experience
Peoria, IL
1 DisclosureBroker
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Thomas Henrichs is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Peoria, IL, with 50 years of industry experience. Thomas 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
518 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

5832 North Knoxville Avenue, Suite B, Peoria, IL, 61614

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2000
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Thomas serves as an investment trust advisor for the John H. Uhlig Living Trust. He dedicates minimal time to this activity each month.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
May 2010 - Present · 16 yrs 5 mos
Benjamin F. Edwards & Company, INC.
November 2009 - Present · 16 yrs 11 mos
Benjamin F. Edwards & Company, INC.Broker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Bfe Asset Management, LLC
November 2009 - May 2010 · 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2009 · 1 yr 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
A. G. Edwards & Sons, INC.
December 2000 - January 2008 · 7 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
July 1991 - January 2008 · 16 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - July 1991 · 12 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
May 1976 - September 1978 · 2 yrs 4 mos
State Registrations24 states
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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.
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