Benjamin Tegeler (CRD# 7443650) is an Investment Advisor Representative working at Gineris Wealth Management in Dyer, IN and has 1 year of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4320235
Edward Jones
CRD# 2649533
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth Inc. | Morrison, IL | Jan 2024 - Current | < 1 |
| Gineris Wealth Management | Dyer, IN | Sep 2023 - Current | < 1 |
| Woodbury Financial Services Inc. | Morrison, IL | Jul 2023 - Jan 2024 | < 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Nov 2021 - Jul 2023 | 1 |
| Modern Woodmen Of America | Rock Island, IL | Jul 2020 - Jul 2023 | 3 |
| North Central College | Naperville, IL | Sep 2016 - May 2020 | 3 |
| Esp Baseball & Softball | Oswego, IL | Aug 2019 - Apr 2020 | < 1 |
| Gineris Wealth Management | Dyer, IN | Jan 2019 - Mar 2020 | 1 |
| Aurora Thunder Travel Baseball | Aurora, IL | Sep 2018 - Jul 2019 | < 1 |
| The City Rebar | Morrison, IL | Jun 2014 - Sep 2017 | 3 |
| Morrison High School | Morrison, IL | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2022 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
- IN
- IA
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$265,385
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IA, IL, IN, TX
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.