Benjamin Winne (CRD# 6779452) is an Investment Advisor Representative working at Advisory Alpha, LLC in Holland, MI and has over 2 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advisory Alpha, LLC | Holland, MI | May 2022 - Current | 2 |
| Citizen Advisory Group | Perrysburg, OH | Feb 2022 - Current | 2 |
| Precision Strip Transportation, Inc. | Perrysburg, OH | Aug 2020 - Feb 2022 | 1 |
| Winne Financial, LLC | Millbury, OH | Dec 2018 - Feb 2022 | 3 |
| World Financial Group | Maumee, OH | Apr 2018 - Dec 2018 | < 1 |
| C.h. Asset Management Partners, LLC | Millbury, OH | Mar 2017 - Nov 2018 | 1 |
| Real Seafood Co, Toledo | Toledo, OH | Jul 2012 - Feb 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- OH
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Total Assets Under Management2,997MILLIONS
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Total Number of Accounts20,609ACCOUNTS
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Average Account Value$145,425
- 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
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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