Benjamin Breeding, financial advisor Clive IA

Benjamin Breeding

CRD Number: 7223874
Current Firm: Rbc Capital Markets, LLC

Benjamin Breeding (CRD# 7223874) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Clive, IA and has 1 year of experience in the finance industry.

Similar Advisors
Stoy Hall, financial advisor Clive IA
Stoy T. Hall
CRD# 6104973
Black Mammoth LLC
Similar Advisors
Erik Aanonson, financial advisor Clive IA
Erik D. Aanonson
CRD# 6935071
Thrivent Investment Management Inc.
Similar Advisors
Mark Aasen, financial advisor Clive IA
Mark J. Aasen
CRD# 4343046
Osaic Wealth, Inc.
Company Name Location Dates Years
Rbc Capital Markets, LLC Clive, IA Sep 2022 - Current 1
Unemployed Ames, IA Aug 2021 - Sep 2022 1
Rbc Wealth Management Minneapolis, MN Jun 2021 - Aug 2021 < 1
Unemployed Ames, IA Dec 2020 - Jun 2021 < 1
Northwestern Mutual West Des Moines, IA Jun 2020 - Dec 2020 < 1
Unemployed Ankeny, IA Sep 2012 - Jun 2020 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2023
Contact Info for Benjamin Breeding
Phone Number: 212-858-7000
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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)
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.