Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Madison
34yrs
Based in Madison, Wisconsin, Edward Thompson is a fiduciary financial advisor with 34 years of industry experience. Edward has been with Choreo since 2004; before that, Edward spent three years at A. G. Edwards & Sons. Choreo offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 4% by experience at Choreo
Office1 Erdman Place Suite 404, Madison, WI 53717
FirmChoreo
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.62 million
Advisors at the firm149
States licensed ?2 states
Services through Choreo
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowChoreo, LLCCurrent firm
- 2002 – 2004A. G. Edwards & Sons, Inc.Previously
Contact Edward
1 Erdman Place Suite 404Madison, WI 53717Office · Get directions Firm main line(888) 312-2467Headquarters: Choreo · Rockford, IL Facebook pageChoreo
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Questions to ask Edward
Tailored to Edward’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Edward
How do I contact Edward?
Call Choreo at (888) 312-2467 and ask for Edward Thompson. Edward works from the Madison, WI office.
How long has Edward been a financial advisor?
Edward has been in the industry since 1992, about 34 years. Top 4% by experience at Choreo.
What licenses does Edward hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
Choreo reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Edward for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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