Brian John Kage
Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
9 yearsExperience
2 statesRegistered in
$18.9BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Benjamin F. Edwards & Company, Inc.Dec 2024 to now
- Northwestern Mutual Wealth Management CompanyJun 2024 to Oct 2024
- Northwestern Mutual Investment Services LLCJan 2024 to Oct 2024
- Northwestern Mutual Life Insurance CompanyJan 2024 to Oct 2024
- UnemployedAug 2022 to Jan 2024
- Homebridge FinancialJul 2021 to Aug 2022
- United Wholesale MortgageJan 2015 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Benjamin F. Edwards & Company, Incorporated
$18.9BAssets managed
33,057Clients
514Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5866659
- Firm CRD
- 146936