Eric Benes, financial advisor East Peoria IL

Eric Benes

CRD Number: 7348193
Current Firm: Midwestern Securities Trading Company,llc

Eric Benes (CRD# 7348193) is an Investment Advisor Representative working at Midwestern Securities Trading Company,llc in East Peoria, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
John Graham & Associates East Peoria, IL Oct 2021 - Current 2
Charles Schwab & Company, Inc. Richfield, OH Sep 2020 - Sep 2021 1
School Peoria+evanston, IL Aug 2009 - Jul 2020 10
Henry Crown Sports Pavilion (spac) Evanston, IL Jul 2019 - Mar 2020 < 1
Northwestern Graduate Housing Evanston, IL Jun 2019 - Mar 2020 < 1
Citizens For Rauner Campaign Peoria, IL Jul 2019 - Sep 2019 < 1
Safe Ride Evanston, IL Jan 2018 - Jun 2019 1
Young Invincibles Chicago, IL Sep 2018 - Dec 2018 < 1
Darin Lahood District Office Peoria, IL Jun 2017 - Sep 2017 < 1
Burklund Distributors, Inc. East Peoria, IL Jun 2013 - Aug 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2021
S65 NASAA Investment Advisors Law Examination Feb 2022
Contact Info for Eric P. Benes
Phone Number: 309-699-6786
Registered State(s):
  • IL
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    1,263
    MILLIONS
  • Total Number of Accounts
    8,452
    ACCOUNTS
  • Average Account Value
    $149,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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