Kevin Benjamin (CRD# 2134600) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warrenville, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Warrenville, IL | Feb 2021 - Current | 3 |
| Ameriprise Financial Services, Inc. | Naperville, IL | Aug 2018 - Jan 2021 | 2 |
| Republic Bank | Naperville, IL | Sep 2017 - Jan 2021 | 3 |
| Investment Professionals, Inc. | San Antonio, TX | Sep 2017 - Aug 2018 | < 1 |
| The Huntington Investment Company | Aurora, IL | Feb 2017 - Sep 2017 | < 1 |
| Firstmerit Bank | Hinsdale, IL | Jul 2014 - Sep 2017 | 3 |
| Lpl Financial LLC | Hinsdale, IL | Jul 2014 - Sep 2017 | 3 |
| Fifth Third Securities | Batavia, IL | Dec 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
- IL
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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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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