Benjamin Hockema (CRD# 6119597) is an Investment Advisor Representative working at Illuminate Wealth Management in Barrington, IL and has 1 year of experience in the finance industry. Benjamin Hockema has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Illuminate Wealth Management LLC | Chicago, IL | Jan 2020 - Current | 4 |
| Deerfield Financial Advisors, Inc. | Park Ridge, IL | May 2010 - Mar 2021 | 10 |
| Deerfield Financial Advisors, Inc. | Park Ridge, IL | Sep 2012 - Jan 2020 | 7 |
- CO
- FL
- IL
- TX
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts269ACCOUNTS
-
Average Account Value$380,987
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CO, FL, IL, TX
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