Benjamin Geiger (CRD# 6862060) is an Investment Advisor Representative working at Syverson Strege in West Des Moines, IA and has over 6 years of experience in the finance industry. Benjamin Geiger 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# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Syverson Strege | West Des Moines, IA | Aug 2018 - Current | 5 |
| Signator Investors, Inc. | Johnston, IA | Sep 2017 - Jul 2018 | < 1 |
| Central Financial Group | Johnston, IA | Jun 2017 - Jul 2018 | 1 |
| Jim Russell Financial Services | Cedar Rapids, IA | Jul 2016 - May 2017 | < 1 |
| Iowa State Alumni Center | Ames, IA | Aug 2015 - May 2017 | 1 |
| Greatamerica Financial Services | Cedar Rapids, IA | May 2016 - Aug 2016 | < 1 |
| Unemployed | Cedar Rapids, IA | Jan 2014 - Jul 2015 | 1 |
| Nordstroms | Cedar Rapids, IA | Nov 2014 - Dec 2014 | < 1 |
| Unemployed | Cedar Rapids, IA | Sep 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- IA
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Total Assets Under Management793MILLIONS
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Total Number of Accounts2,031ACCOUNTS
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Average Account Value$390,686
- 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
- Selection of other advisers (including private fund managers)
- Other
AZ, FL, IA, IL, KS, LA, MN, MO, NE, TX
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