Benjamin Ahmetagic, financial advisor Louisville KY

Benjamin Ahmetagic

CRD Number: 7234682
Current Firm: Centerline Wealth Advisors, LLC

Benjamin Ahmetagic (CRD# 7234682) is an Investment Advisor Representative working at Centerline Wealth Advisors, LLC in Louisville, KY and has over 3 years of experience in the finance industry.

Similar Advisors
Colleen Abate, financial advisor Louisville KY
Colleen K. Abate
CRD# 6729610
Lpl Financial LLC
Similar Advisors
Neil Abney, financial advisor Louisville KY
Neil O. Abney
CRD# 4035401
Ameriprise Financial Services, LLC
Similar Advisors
Ethan Adams, financial advisor Louisville KY
Ethan C. Adams
CRD# 6656510
Brookstone Financial
Company Name Location Dates Years
Centerline Wealth Advisors, LLC Louisville, KY Aug 2022 - Current 1
Jpmorgan Chase Bank, N.a. Louisville, KY Feb 2020 - Jul 2022 2
J.p. Morgan Securities LLC Louisville, KY Feb 2020 - Jul 2022 2
All-time Trucking LLC Louisville, KY Apr 2018 - Jan 2020 1
University Of Cincinnati Cincinnati, OH Aug 2018 - Aug 2019 1
University Of Cincinnati, Carl H Lindner College Of Business Cincinnati, OH Aug 2018 - Jun 2019 < 1
Kentucky Democratic Party Frankfort, KY Jun 2018 - Aug 2018 < 1
Unemployed Louisville, KY Jan 2010 - Mar 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2020
S65 NASAA Investment Advisors Law Examination Aug 2022
Contact Info for Benjamin Ahmetagic
Phone Number: (502) 242-1561
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    261
    MILLIONS
  • Total Number of Accounts
    782
    ACCOUNTS
  • Average Account Value
    $333,759
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)
  • Other
Types of Clients
Registered States

IN, KY, LA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.