Ben Wassom (CRD# 7773057) is an Investment Advisor Representative working at Cerity Partners LLC in Elizabethtown, KY and has 1 year of experience in the finance industry.
CRD# 5232466
Cetera Investment Advisers LLC
CRD# 2347297
Eagle Strategies LLC
CRD# 4723054
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners LLC | Elizabethtown, KY | Jun 2023 - Current | < 1 |
| The Men's Warehouse | Bowling Green, KY | Aug 2022 - May 2023 | < 1 |
| Student | Bowling Green, KY | Jan 2013 - May 2023 | 10 |
| Bellhop | Bowling Green, KY | May 2021 - Jul 2022 | 1 |
| Que Buenos | Bowling Green, KY | Jan 2020 - Jun 2021 | 1 |
| Goodwin's Farm | Bowling Green, KY | Sep 2019 - Feb 2020 | < 1 |
| Hilligans Bar And Grill | Bowling Green, KY | May 2019 - Oct 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- KY
-
Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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