Ben MalickCRD Number: 5582004
Current Firm: Three Nine Financial
Compensation Model: Fee Only
At Three Nine Financial we are passionate about aligning your investments with biblical principles so you can maximize Kingdom impact with the resources entrusted to your care.
We use an investment approach called Biblically Responsible Investing (BRI) to help make sure that your portfolio is never in direct conflict with biblical values. As part of the investment screening and research process, we weed out the companies that don’t align with scripture and seek to invest in companies that are doing well by doing good.
With this approach, you can have peace of mind knowing that you're not profiting from the addictions or weaknesses of others. Instead, BRI is a way to love others through investing.
We avoid investing in companies engaged in the following activities:
- human rights violations
- anti-family entertainment
- alternative lifestyles
Everything we do stems from a stewardship mindset: God owns it all and we are called to manage what He's entrusted to us in a way that honors Him.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Mitchell Capital Management Co||Leawood, KS||Jan 2013 - Apr 2016||3|
|American Century Investment Services Inc.||Kansas City, MO||Aug 2010 - Jan 2013||2|
|Blue Ridge Bank & Trust||Independence, MO||Jan 2010 - Aug 2010||< 1|
|Edward Jones||St Louis, MO||Aug 2008 - Jan 2010||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Three Nine Financial is a registered investment adviser offering advisory services in the State(s) of Missouri and in other jurisdictions where exempted.
Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by Three Nine Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator. Consumers may also visit the Investment Adviser Public Disclosure website.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Three Nine Financial (referred to as "TNF") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. TNF does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall TNF be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if TNF or a TNF authorized representative has been advised of the possibility of such damages. In no event shall Three Nine Financial have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.