Benjamin BremenCRD Number: 6156327
Current Firm: Rmb Capital Management
Benjamin Bremen (CRD# 6156327) is an Investment Advisor Representative working at Rmb Capital Management in Chicago, IL and has over 5 years of experience in the finance industry. Benjamin Bremen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Rmb Capital Management||Chicago, IL||Sep 2012 - Current||5|
|Cme||Chicago, IL||Jul 2011 - Aug 2012||1|
|University Of Iowa||Iowa City, IA||Aug 2010 - Jun 2011||< 1|
|Northern Trust||Chicago, IL||Jun 2010 - Aug 2010||< 1|
|University Of Iowa||Iowa City, IA||Jan 2010 - Jun 2010||< 1|
|Senator Grassley's Office||Washington, DC||Aug 2009 - Dec 2009||< 1|
|University Of Iowa||Iowa City, IA||Aug 2008 - Aug 2009||1|
|Marsh And Mclennan||Urbandale, IA||Jun 2008 - Aug 2008||< 1|
|University Of Iowa||Iowa City, IA||Jan 2008 - Jun 2008||< 1|
|University Of Iowa||Iowa City, IA||May 2006 - Jan 2008||1|
|Wells Fargo||Clive, IA||May 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management4,541MILLIONS
Total Number of Accounts12,675ACCOUNTS
Average Account Value$358,268
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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