Benjamin Brown (CRD# 2400610) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wilton, IA and has over 30 years of experience in the finance industry.
CRD# 734479
Cpr Investments Inc.
CRD# 5760739
Edward Jones
CRD# 4306798
Quad-cities Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Dewitt Bank & Trust Company Dba Wilton Bank | Wilton, IA | Jan 2018 - Current | 6 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jul 2014 - Current | 9 |
| Broker Dealer Financial Services Corp. | Wilton, IA | Sep 1993 - Jul 2014 | 20 |
| Wilton Savings Bank | Wilton, IA | Jun 1990 - Jul 2014 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- IA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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