Benjamin Vannatta (CRD# 6803988) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Boston, OH and has 1 year of experience in the finance industry.
CRD# 4418119
Osaic Wealth, Inc.
CRD# 5226568
Edward Jones
CRD# 5082888
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | New Boston, OH | Jul 2022 - Current | 1 |
| Unemployed | Portsmouth, OH | May 2022 - Jul 2022 | < 1 |
| Shawnee State University | Portsmouth, OH | Jan 2019 - May 2022 | 3 |
| Shawnee State University | Portsmouth, OH | Jan 2022 - Feb 2022 | < 1 |
| Shawnee State University | Portsmouth, OH | May 2021 - Dec 2021 | < 1 |
| Gampps Bp | Portsmouth, OH | May 2019 - Aug 2019 | < 1 |
| Unemployed | Unemployed, OH | Aug 2018 - Jan 2019 | < 1 |
| Ritchies Marketplace | Piketon, OH | May 2018 - Aug 2018 | < 1 |
| Ohio University - Chillicothe | Chillicothe, OH | Jan 2018 - May 2018 | < 1 |
| University Of Kentucky | Lexington, KY | Aug 2017 - Jan 2018 | < 1 |
| Ameriprise Financial | New Boston, OH | Jul 2017 - Aug 2017 | < 1 |
| Unemployed | Unemployed, OH | May 2017 - Jul 2017 | < 1 |
| Waverly High School | Waverly, OH | Jul 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- OH
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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