Andrea D. Ehle

BENJAMIN F. EDWARDS & COMPANY

MADISON, WI 53711

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CRD#: 4956607

Professional summary

Andrea Dale Ehle, who also goes by Andrea E Ehlc, Andrea Dale Perkins, is a registered financial advisor currently at BENJAMIN F. EDWARDS & COMPANY, INC. located in Madison, Wisconsin.

Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Andrea has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea E Ehlc | Andrea Dale Perkins

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.

ARBONNE; NOT INVESTMENT RELATED; IRVINE, CA; CONSULTANT; START DATE 06/30/2011; 2 HOURS PER MONTH/0 DURING TRADING. COMMISSION BASED MAKE UP SALES. DOTERRA, NOT INV RELATED,PLEASAT GROVE, UT, CONSULTANT, START: 9/5/2016, 0 HOURS, DUTIES: PURCHASE ESSENTIAL OILS AND SKIN CARE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Dale Ehle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Andrea Dale Ehle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 17, 2021 - Present

BENJAMIN F. EDWARDS & COMPANY, INC.

Office #1: 440 Science Drive Suite 402, Madison, WI 53711

RIA

CRD#: 146936

MADISON, WI

Current

February 17, 2021 - Present

BENJAMIN F. EDWARDS & COMPANY, INC.

Office #1: 440 Science Drive Suite 402, Madison, WI 53711

RIA

CRD#: 146936

MADISON, WI

Past

August 18, 2014 - February 17, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JANESVILLE, WI

Past

August 18, 2014 - February 17, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JANESVILLE, WI

Past

February 26, 2014 - July 17, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MADISON, WI

Past

January 30, 2014 - July 17, 2014

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MADISON, WI

Past

December 16, 2008 - February 8, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JANESVILLE, WI

Past

January 1, 2008 - February 8, 2012

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JANESVILLE, WI

Past

August 29, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

JANESVILLE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936 / SEC#: 801-71421, 8-68023

RIA

Registered Investment Advisory firm - SEC (5/6/2010 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/17/2021)

Alaska
(2/17/2021)

Arizona
(2/17/2021)

California
(2/17/2021)

Colorado
(2/17/2021)

District of Columbia
(1/3/2022)

Florida
(2/17/2021)

IAR

Florida
(4/6/2021)

Georgia
(2/17/2021)

Idaho
(2/17/2021)

Illinois
(2/17/2021)

Kansas
(2/17/2021)

Kentucky
(2/17/2021)

Louisiana
(4/6/2021)

Maryland
(11/16/2022)

Minnesota
(7/15/2021)

Mississippi
(2/17/2021)

Missouri
(2/17/2021)

Montana
(7/1/2022)

Nevada
(2/17/2021)

New Mexico
(2/17/2021)

New York
(2/17/2021)

North Carolina
(2/17/2021)

Ohio
(2/17/2021)

Oklahoma
(4/19/2022)

Oregon
(2/17/2021)

Pennsylvania
(2/17/2021)

South Carolina
(2/17/2021)

Tennessee
(2/17/2021)

Texas
(2/17/2021)

IAR

Texas
(2/17/2021)

Utah
(2/17/2021)

Virginia
(2/17/2021)

Washington
(2/17/2021)

West Virginia
(2/17/2021)

Wisconsin
(2/17/2021)

IAR

Wisconsin
(2/17/2021)

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

State Security Law Exam

Series 63

Date: 12/15/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936 / SEC#: 801-71421, 8-68023

RIA

Registered Investment Advisory firm - SEC (5/6/2010 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

One North Brentwood Blvd, Suite 850 Suite 850, St. Louis, MO 63105

Mailing Address

One North Brentwood Blvd, Suite 850, St. Louis, MO 63105

Phone number

(314) 726-1600

Established

Missouri since 08/19/2008

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

736

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

WRAP PROGRAM (8/18/2025)

FIRM BROCHURE (8/18/2025)

Direct owners and executive officers

Name	Position	CRD#
BENJAMIN EDWARDS, INC.	OWNER
BAUMANN, NEAL JAMES	DIRECTOR/REGIONAL DIRECTOR	1480636
BRANDSTADT, TODD HEINRICH	DIRECTOR/DIRECTOR OF BRANCHES	2631699
DELINIERE, ROLAND HAROLD	DIRECTOR/REGIONAL DIRECTOR	1038322
EDWARDS, BENJAMIN FRANKLIN	DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES	6670972
EDWARDS, BENJAMIN FRANKLIN IV	CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT	1061490
FELLOWS, MARK PATTERSON	DIRECTOR/REGIONAL DIRECTOR	1600661
HANSON, DAVID WILLIAM	DIRECTOR	715793
KELLER, CHRISTOPHER M	DIRECTOR/DIRECTOR OF OPERATIONS, TECHNOLOGY & ANALYTICS	4346617
MARTIN, THOMAS HAYDEN JR	DIRECTOR/CHIEF FINANCIAL OFFICER	1459719
MUCKLER, MATTHEW PAUL	CHIEF COMPLIANCE OFFICER, ADVISORY	4762147
RUBENSTEIN, DOUGLAS DAVID	DIRECTOR/COO AND DIRECTOR OF CAPITAL MARKETS	1138380
SALAMON, MATTHEW R	DIRECTOR/CORPORATE SECRETARY & DIRECTOR OF LAW & LEGAL SERVICES, CHIEF COUNSEL	1858581
STEVENS, KATELYN CLARE	CHIEF COMPLIANCE OFFICER, BROKERAGE	5752247
WELKER, JOANNE MARIE	DIRECTOR/MANAGER ADVISORY SERVICES	2300075
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	49,475
AUM (Assets Under Management)	$ 15,656,482,908

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
12/20/2023	Cover Page	Report
10/28/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Andrea D. Ehle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Dale Ehle's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Andrea Dale Ehle's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENJAMIN F. EDWARDS & COMPANY, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

BENJAMIN F. EDWARDS & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/15/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2007

FINRA

Current Firm

BENJAMIN F. EDWARDS & COMPANY, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

BENJAMIN F. EDWARDS & COMPANY, INC.

TRUST BUT VERIFY

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