Benjamin Houseman (CRD# 4686523) is an Investment Advisor Representative working at Eagle Strategies LLC in Creve Coeur, MO and has over 11 years of experience in the finance industry. Benjamin Houseman 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | St Louis, MO | Apr 2016 - Current | 7 |
| Houseman Financial & Insurance Services LLC | Creve Coeur, MO | Jun 2015 - Current | 8 |
| Nylife Securities LLC | Creve Coeur, MO | Feb 2012 - Current | 11 |
| New York Life Insurance Company | Creve Coeur, MO | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2016 |
- MO
- TX
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Total Assets Under Management16,667MILLIONS
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Total Number of Accounts87,580ACCOUNTS
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Average Account Value$190,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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