Roger Bennett, financial advisor Grand Ledge MI

Roger Bennett

CRD Number: 1386949
Current Firm: Osaic Wealth, Inc.

Roger Bennett (CRD# 1386949) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Grand Ledge, MI and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Associates, Inc. Grand Ledge, MI Nov 2018 - Current 5
Signator Investors, Inc. Grand Ledge, MI May 2016 - Current 7
Transamerica Financial Advisors, Inc. Grand Ledge, MI Sep 1997 - Current 26
Asset Financial Services Inc. Grand Lodge , MI Sep 1997 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for Roger D. Bennett
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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

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