Benjamin Schleicher, financial advisor Philadelphia PA
88 score

Benjamin Schleicher

CRD Number: 6335276
Current Firm: Cuna Brokerage Services, Inc.

Benjamin Schleicher (CRD# 6335276) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Philadelphia, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Feb 2015 - Current 1
Cuna Brokerage Services, Inc. Waverly, IA Feb 2015 - Current 1
The Prudential Insurance Company Of America Wyomissing, PA May 2014 - Feb 2015 < 1
Pruco Securities LLC Wyomissing, PA May 2014 - Feb 2015 < 1
The Virginia Tech Math Emporium Blacksburg, VA Aug 2013 - May 2014 < 1
Virginia Polytechnic Institute And State University Blacksburg, VA Aug 2008 - May 2014 5
The Cosmopolitan Allentown, PA May 2013 - Aug 2013 < 1
West End Market Blacksburg, VA Aug 2012 - May 2013 < 1
Unemployed Alllentown, PA Jul 2008 - Aug 2008 < 1
Parkland High School Allentown, PA Sep 2003 - Jun 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Benjamin J. Schleicher
Phone Number: 319-352-4090
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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