Benjamin Lotterer (CRD# 7047373) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsburg, KS and has over 2 years of experience in the finance industry.
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
CRD# 4252381
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Pittsburg, KS | Oct 2018 - Current | 5 |
| Home Depot | Pittsburg, KS | Jun 2019 - Jun 2020 | 1 |
| Pittsburg State University | Pittsburg, KS | Aug 2018 - May 2020 | 1 |
| Labette Bank | Pittsburg, KS | Mar 2018 - May 2019 | 1 |
| Labette Community College | Parsons, KS | Aug 2016 - May 2018 | 1 |
| Ernestos | Parsons, KS | Aug 2017 - Mar 2018 | < 1 |
| Freddys | Pittsburg, KS | May 2017 - Aug 2017 | < 1 |
| Labette Community College | Parsons, KS | Aug 2016 - May 2017 | < 1 |
| Freddys | Pittsburg, KS | Jan 2015 - Jul 2016 | 1 |
| Covenant Academy | Pittsburg, KS | Aug 2003 - May 2016 | 12 |
| Mall Deli | Pittsburg, KS | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- KS
- TX
-
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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