Benjamin F. Edwards & Co.
Chesterton, Indiana
Financial Services business with a listed Indiana location in Chesterton.
Staff
Selected staff and leaders listed by the company. Checked Oct 14, 2026 · Next source review Nov 13, 2026.
- Tad Edwards
- Chairman, CEO and President
Parent company staff · Official source ↗ - Todd Brandstadt CFP ® , CIMA ®
- Executive Vice President, Director of Branches, Managing Director – Investments, Grand Rapids, MI
Parent company staff · Official source ↗ - Ben Edwards
- Senior Vice President, Assistant Director of Branches
Parent company staff · Official source ↗ - Brooke Eggleston
- Executive Vice President, Chief Human Resources Officer
Parent company staff · Official source ↗ - Chris Keller
- Executive Vice President, Director of Business Services
Parent company staff · Official source ↗ - Tom Martin
- Executive Vice President, Chief Financial Officer
Parent company staff · Official source ↗ - Doug Rubenstein
- Executive Vice President – Senior Advisor to the Chairman
Parent company staff · Official source ↗ - Gwen Taylor
- Executive Vice President – Chief Legal Officer
Parent company staff · Official source ↗ - Chris Whiting
- Executive Vice President, Director, Financial Strategies Group, CFP®
Parent company staff · Official source ↗ - Bill Wisdom
- Executive Vice President, Director of Regulatory & Oversight Services
Parent company staff · Official source ↗ - Bill Hornbarger
- Senior Vice President – Chief Investment Officer
Parent company staff · Official source ↗ - Matt Muckler
- Senior Vice President, Chief Compliance Officer, Advisory
Parent company staff · Official source ↗ - Peter Biebel
- Senior Vice President, Senior Investment Strategist
Parent company staff · Official source ↗ - Theresa Cagle-Fry
- Senior Vice President, Manager IRAs. Retirement & Education Planning
Parent company staff · Official source ↗ - Kevin Kozuszek
- Vice President, Senior Marketing & Communications Manager
Parent company staff · Official source ↗ - Kim Landry
- Senior Vice President and Manager, Advisor Development and Growth
Parent company staff · Official source ↗ - Peter McCarthy
- Senior Vice President and Manager, Sr. Regulatory Initiatives Manager
Parent company staff · Official source ↗ - Edward V. O'Neal
- Senior Vice President and Manager, Retirement Plans
Parent company staff · Official source ↗ - Daniel Schulte
- Senior Vice President and Manager, Annuities and Insurance
Parent company staff · Official source ↗
Workforce
- Company-wide headcount
- Not yet publicly verified
- Indiana headcount
- Not yet publicly verified
Company-wide, Indiana, local and parent figures are shown separately. Reporting dates may be older than the date checked. Unavailable figures remain unverified.
Business overview
Benjamin F. Edwards describes itself as a full-service wealth management firm and Registered Investment Adviser. Its website says the firm emphasizes trust, integrity and mutual respect in working with individuals and families. Source ↗
Products & services
- The firm lists financial and wealth planning, high-net-worth services, retirement and estate planning strategies, and insurance among its offerings. Its planning services include tax-efficient equity and fixed-income approaches, while insurance options include life, long-term care and disability coverage. Source ↗
Customers & markets
Benjamin F. Edwards says its services are designed for individuals and families, including high-net-worth clients, as well as executives and business owners seeking wealth-planning support. Source ↗
Company background
The company’s website traces the firm’s founding to 2008, when Tad Edwards established Benjamin F. Edwards following the acquisition of A.G. Edwards. The firm’s history page also records its first branch opening in Springfield, Missouri, in 2009. Source ↗
Summarized from the company’s official website. Information checked October 17, 2026.
Business information
- Industry
- Financial Services
- Indiana location
- Chesterton
- General inquiries email
- inquiries@benjaminfedwards.com · Official source ↗
- Website
- benjaminfedwards.com ↗
General email checked October 17, 2026.