Benjamin SchleicherCRD Number: 6335276
Current Firm: Cuna Brokerage Services, Inc.
Benjamin Schleicher (CRD# 6335276) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Norristown, PA and has over 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Cuna Mutual Group||Waverly, IA||Feb 2015 - Current||3|
|Cuna Brokerage Services, Inc.||Waverly, IA||Feb 2015 - Current||3|
|The Prudential Insurance Company Of America||Wyomissing, PA||May 2014 - Feb 2015||< 1|
|Pruco Securities LLC||Wyomissing, PA||May 2014 - Feb 2015||< 1|
|The Virginia Tech Math Emporium||Blacksburg, VA||Aug 2013 - May 2014||< 1|
|Virginia Polytechnic Institute And State University||Blacksburg, VA||Aug 2008 - May 2014||5|
|The Cosmopolitan||Allentown, PA||May 2013 - Aug 2013||< 1|
|West End Market||Blacksburg, VA||Aug 2012 - May 2013||< 1|
|Unemployed||Alllentown, PA||Jul 2008 - Aug 2008||< 1|
|Parkland High School||Allentown, PA||Sep 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management1,868MILLIONS
Total Number of Accounts11,341ACCOUNTS
Average Account Value$164,749
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.