Benjamin Westerman, financial advisor Clayton MO
100 score

Benjamin Westerman

CRD Number: 6137762
Current Firm: Hm Capital Management, LLC
Compensation Model: Fee Only
Benjamin Westerman (CRD# 6137762) is an Investment Advisor Representative working at Hm Capital Management, LLC in Clayton, MO and has over 3 years of experience in the finance industry. Benjamin Westerman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Hm Capital Management Clayton, MO Nov 2012 - Current 3
Deloitte Saint Louis, MO Oct 2010 - Nov 2012 2
University Of Kansas Lawrence, KS Aug 2009 - Oct 2010 1
University Of Kansas Lawrence, KS Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Benjamin M. Westerman
Phone Number:
Firm Website:
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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