Benjamin Weerts (CRD# 4599640) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Grand Rapids, MN and has over 21 years of experience in the finance industry.
CRD# 1886620
Horace Mann Investors, Inc.
CRD# 3206727
Ameriprise Financial Services, LLC
CRD# 4537011
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneascent Financial Services LLC | Birmingham, AL | Jun 2023 - Current | < 1 |
| Thrivent Investment Management Inc. | Grand Rapids, MN | Oct 2002 - Jun 2023 | 20 |
| Thrivent Financial For Lutherans | Appleton, WI | Oct 2002 - Jun 2023 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
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- MN
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Total Assets Under Management1,789MILLIONS
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Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- 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
- 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
- Other
AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY
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