Benjamin
Bremen
Strategic Wealth Partners
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About this Advisor
Benjamin Bremen is a certified financial planner who works in Deerfield, Illinois. Bremen is an advisor for Strategic Wealth Partners. Throughout their career, Bremen has worked at Rmb Capital Management and Strategic Wealth Partners. Bremen holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Illinois. Strategic Wealth Partners is a business based out of Deerfield, IL. It has a total of 40 financial advisors. It has $3 billion in assets under management across its 4,459 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 4,459 customer accounts, 54% belong to high-net-worth clients who have greater than $1 million in assets. The company provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules depend on which service is provided. Fees billed by Strategic Wealth Partners likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners Brokerage Details
$3,036,174,056
40
4,459
$680,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Benjamin Bremen Work History
Benjamin has been registered as a financial advisor for 0 years.*
Strategic Wealth Partners
Rmb Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Bremen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Partners
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
