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Peyton Wiklund

Investment adviser representative at Benjamin F. Edwards & Company, Incorporated
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Benjamin F. Edwards & Company, Inc.Apr 2026 to now
  2. ChubbJul 2023 to Apr 2026
  3. Rts FinancialJun 2022 to Jun 2023
  4. Benjamin F Edwards & Co, IncJun 2021 to Aug 2021
  5. Jayhawk CafeOct 2019 to Jun 2021
  6. University of KansasAug 2018 to May 2022
  7. Kansas City Country ClubApr 2016 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (KS).

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
7407462
Firm CRD
146936
Advisor's SEC record (opens in a new tab)
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