Benn Feltheimer, financial advisor Chicago IL

Benn Feltheimer

CRD Number: 1198272
Current Firm: Securities America Advisors, Inc.

Benn Feltheimer (CRD# 1198272) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Chicago, IL and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. La Vista, NE Apr 2009 - Current 14
Securities America Advisors, Inc. Chicago, IL Apr 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Nov 2005
Contact Info for Benn L. Feltheimer
Phone Number: 402-399-9111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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