Personal Benefit Services Wealth Management
Personal Benefit Services Wealth Management (CRD# 113188) is a financial advisory firm headquartered in Arvada, CO. They manage $40,000,000 in 2,107 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts2,107ACCOUNTS
Average Account Value$18,984
- 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)
Eldon Laidig (CRD# 1874831) is an Investment Advisor Representative working at Personal Benefit Services Wealth Management in Arvada, CO and has over 23 years of experience in the finance industry. Eldon Laidig 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.
Deborah Rankin (CRD# 1668190) is an Investment Advisor Representative working at Personal Benefit Services Wealth Management in Arvada, CO and has 1 year of experience in the finance industry.