Benjamin Vineyard (CRD# 7589260) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wabash, IN and has 1 year of experience in the finance industry.
CRD# 4745563
Ausdal Financial Partners, Inc.
CRD# 4132899
Charles Schwab & Company, Inc.
CRD# 2837589
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Wabash, IN | Sep 2022 - Current | 1 |
| Investment Center @ Crossroads Bank | Wabash, IN | Jul 2022 - Current | 1 |
| Vineyard Forestry, LLC | North Manchester, IN | Nov 2016 - Current | 7 |
| Quality Hardwood Product, Inc. | North Manchester, IN | Sep 2005 - Nov 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- IN
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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