Alice Benner, financial advisor Saint Louis MO
93 score

Alice Benner

CRD Number: 5539835
Current Firm: Bfc Planning, Inc.

Alice Benner (CRD# 5539835) is an Investment Advisor Representative working at Bfc Planning, Inc. in Saint Louis, MO and has over 7 years of experience in the finance industry.

Similar Advisors
Carl Goodin, financial advisor Saint Louis MO
Carl D. Goodin
CRD# 1346311
Financial Planning Associates, Inc.
Score
107
Similar Advisors
William Meyer, financial advisor Saint Louis MO
William L. Meyer
CRD# 1018380
Cutter & Company, Inc.
Score
106
Similar Advisors
Joe Allaria, financial advisor Saint Louis MO
Joe M. Allaria
CRD# 6122862
Visionary Wealth Advisors, LLC
Score
105
Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. St Louis, MO Apr 2014 - Current 2
Berthel Fisher & Company Planning, Inc. St. Louis, MO Apr 2014 - Current 2
Berthel Fisher & Company Financial Services, Inc. St Louis, MO Nov 2009 - Apr 2014 4
Alvery Bartlett Group St. Louis, MO May 2008 - Apr 2014 5
M2 Benefit Solutions/lifelock St Louis, MO Nov 2010 - Jan 2014 3
Eby Marketing & Event Services St. Louis, MO Oct 2009 - Jan 2014 4
Weinbauer Financial Group St Louis, MO Feb 2012 - Apr 2012 < 1
Weinbauer Financial Group St. Louis, MO Jan 2011 - Apr 2011 < 1
Juvenile Diabetes Research Foundation New York, NY Mar 2010 - May 2010 < 1
Boys Hope/girls Hope Of St. Louis Bridgeton, MO Feb 2010 - Feb 2010 < 1
Nrt Missouri Referral Network Inc. Maryland Heights, MO Jan 2008 - Jan 2010 2
Tristar Properties St. Louis, MO Jan 2008 - Apr 2008 < 1
Colliers Turley Martin Tucker St. Louis, MO May 2007 - Jan 2008 < 1
Unemployed St. Louis, MO Nov 2006 - May 2007 < 1
Gap, Inc. Columbia, MO Sep 2005 - Nov 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination Nov 2009
Contact Info for Alice C. Benner
Phone Number: 319-447-5700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Alice Benner and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.