Todd Heinrich Brandstadt
CFP®, CIMA®Professional Summary
Todd Heinrich Brandstadt, CFP®, CIMA® is a registered financial advisor currently at BENJAMIN F. EDWARDS & COMPANY, INC. located in Grand Rapids, Michigan. Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Todd has worked at 4 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 24, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Insurance Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
BENJAMIN F. EDWARDS | MSHB, LLC | MSHB | BENJAMIN F. EDWARDS & COMPANY, LLC | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | BENJAMIN F. EDWARDS & COMPANY, INC. | BENJAMIN F. EDWARDS & COMPANY
Contact Information
Main Address
One North Brentwood Blvd, Suite 850 Suite 850, St. Louis, MO 63105Mailing Address
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105Phone Number
(314) 726-1600Established
Missouri since 08/19/2008Firm Type
CorporationFiscal Year End
DecemberFirm Size
Large# of Employees
755SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
FINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BENJAMIN EDWARDS, INC. | OWNER | — |
| BRANDSTADT, TODD HEINRICH | DIRECTOR/DIRECTOR OF BRANCHES | 2631699 |
| EDWARDS, BENJAMIN FRANKLIN | DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES | 6670972 |
| EDWARDS, BENJAMIN FRANKLIN IV | CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT | 1061490 |
| EGGLESTON, BROOKE DANIELLE | DIRECTOR/CHIEF HUMAN RESOURCE OFFICER | 7528898 |
| KELLER, CHRISTOPHER M | DIRECTOR/DIRECTOR OF BUSINESS SERVICES | 4346617 |
| MARTIN, THOMAS HAYDEN JR | DIRECTOR/CHIEF FINANCIAL OFFICER | 1459719 |
| MUCKLER, MATTHEW PAUL | CHIEF COMPLIANCE OFFICER, ADVISORY | 4762147 |
| RUBENSTEIN, DOUGLAS DAVID | DIRECTOR/SENIOR ADVISOR TO THE CHAIRMAN | 1138380 |
| STEVENS, KATELYN CLARE | CHIEF COMPLIANCE OFFICER, BROKERAGE | 5752247 |
| TAYLOR, GWENDOLYN MADISON | DIRECTOR/CHIEF LEGAL COUNSEL | 4812432 |
| WHITING, CHRISTOPHER MARK | DIRECTOR OF FINANCIAL STRATEGIES GROUP | 2242513 |
| WISDOM, BILLY JOE | DIRECTOR/DIRECTOR OF REGULATORY & OVERSIGHT SERVICES | 1810908 |
Regulatory Assets Under Management
Total Number of Accounts
55,423AUM (Assets Under Management)
$18,915,206,310Disclosures
Regulatory Event
3Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | Cover Page | Report |
| 01/23/2025 | Cover Page | Report |
| 12/20/2023 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BENJAMIN F. EDWARDS | MSHB, LLC | MSHB | BENJAMIN F. EDWARDS & COMPANY, LLC | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | BENJAMIN F. EDWARDS & COMPANY, INC. | BENJAMIN F. EDWARDS & COMPANY
State Registrations and Notice Filings
(4/21/2014)
(8/2/2016)
(4/21/2014)
(4/21/2014)
(4/21/2014)
(4/14/2015)
(4/21/2014)
(1/30/2025)
(4/21/2014)
(4/21/2014)
(8/23/2021)
(8/6/2025)
(10/17/2025)
(1/31/2024)
(1/7/2025)
(4/21/2014)
(4/23/2014)
(4/21/2014)
(4/21/2014)
(3/24/2021)
(4/21/2014)
(4/21/2014)
(3/25/2025)
(4/21/2014)
(11/19/2014)
(7/28/2015)
(4/21/2014)
(4/21/2014)
(1/6/2022)
(4/21/2014)
(4/21/2014)
(4/21/2014)
(1/23/2015)
(5/14/2026)
(4/21/2014)
(4/21/2014)
(3/21/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Apr 2001About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2001About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Todd Heinrich Brandstadt's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Todd Heinrich Brandstadt's CRS (Customer Relationship Summary).
Services Offered by Todd
- Retirement Planning
- Comprehensive Financial Planning
- Estate Planning
- Investment Planning
- Insurance Planning
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