Benjamin Kimla, financial advisor Beachwood OH

Benjamin Kimla

CRD Number: 6560251
Current Firm: Mgo One Seven

Benjamin Kimla (CRD# 6560251) is an Investment Advisor Representative working at Mgo One Seven in Beachwood, OH and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Mgo One Seven Llc Dba Mgo One Seven Beachwood, OH Jan 2021 - Current 3
Studemont Group, LP Spring, TX Jun 2012 - Current 11
Baron Financial Advisors, LLC Spring, TX May 2018 - Jan 2021 2
212 Advisory Group, Llc D/b/a Studemont Group Advisory Shenandoah, TX Sep 2015 - May 2018 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Benjamin J. Kimla
Phone Number: 216-865-1700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,430
    MILLIONS
  • Total Number of Accounts
    10,151
    ACCOUNTS
  • Average Account Value
    $239,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV

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