BM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
182 advisors
Number of Clients
194,403 clients
Average Client Portfolio
$297K average
Assets Under Management
$57.7B
Fee Structure
Minimum Investment:None
This firm offers various investment management programs with different fee structures that are not detailed in this brochure. More information can be found in Item 5 – Fees and Compensation of this Brochure.
Areas of Practice
Investment Management
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Advisor Information
Office location
Firestone, CO
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin works full-time as a business development consultant for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in January 2025.
Employment History
Current Registrations
Orion Portfolio Solutions, LLC
July 2025 - Present · 6 mos
Brinker Capital Securities, LLC
July 2025 - Present · 6 mos
Brinker Capital Securities, LLCBroker
July 2025 - Present · 6 mos
Previous Registrations
Assetmark Brokerage, LLCBroker
April 2025 - June 2025 · 2 mos
Assetmark, INC.
January 2025 - June 2025 · 5 mos
Sei Investments Management CORP
December 2019 - January 2025 · 5 yrs 1 mo
Prudential Annuities Distributors, INCBroker
September 2014 - March 2016 · 1 yr 6 mos
State Registrations1 state
NE
Advisor
Exams
No exam information available for this advisor.