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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    2,107
    ACCOUNTS
  • Average Account Value
    $18,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Personal Benefit Services Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Eldon L. Laidig
CRD#: 1874831
5620 Ward Road, Suite 100, Arvada, CO 80002
96
Wealthminder
score

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.

2
Deborah E. Rankin
CRD#: 1668190
5620 Ward Road, Suite 100, Arvada, CO 80002
87
Wealthminder
score

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.

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