Benjamin Reker (CRD# 7428717) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has 1 year of experience in the finance industry.
CRD# 5881829
Northwestern Mutual Investment Services,llc
CRD# 2446519
Pnc Investments
CRD# 6896676
Wellspring Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signal Tree Financial Partners, LLC | Copley, OH | Dec 2021 - Current | 2 |
| Equitable Advisors, LLC | Fairlawn, OH | Aug 2021 - Nov 2021 | < 1 |
| Schulte & Company, Inc. | Copley, OH | Nov 2018 - Aug 2021 | 2 |
| University Of Akron | Akron, OH | Aug 2016 - May 2021 | 4 |
| Highland High School | Medina, OH | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- OH
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts164ACCOUNTS
-
Average Account Value$410,061
- 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
- Pension consulting services
OH
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