Benjamin
Mcqueen

Liberty One Investment Management

CRD#6353041
Investment Advisor
in Libertyville, IL

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About this Advisor

Benjamin Mcqueen is a financial advisor based in Libertyville, Illinois, working with Liberty One Investment Management. Benjamin has previously held positions at Fidelity Brokerage Services LLC, Fifth Third Bank, Fifth Third Securities, Aspiriant, Orion Portfolio Solutions, LLC, Liberty One Investment Management, and Ftj Fundchoice, LLC. Benjamin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Benjamin is part of Liberty One Investment Management, which operates out of Libertyville, Illinois. The firm has 19 offices and 18 employees. The firm manages assets totaling $2.0 billion and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Liberty One Investment Management is asset-based.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1509 N. Milwaukee Ave.
Libertyville, IL 60048

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Liberty One Investment Management Brokerage Details

Total Assets Under Management

$1,967,649,519

IL Average: $6,674,516,078
Total Number of Employees

18

IL Average: 44
Total Number of Accounts

14,692

IL Average: 2,564
Average Account Size

$133,927

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Benjamin Mcqueen Work History

2020 - Present (4 years)

Liberty One Investment Management

2020 - 2020 (< 1 year)

Orion Portfolio Solutions, LLC

2019 - 2020 (1 year)

Aspiriant

2017 - 2019 (2 years)

Ftj Fundchoice, LLC

2016 - 2017 (1 year)

Fifth Third Bank

2016 - 2017 (1 year)

Fifth Third Securities

2014 - 2016 (2 years)

Fidelity Brokerage Services LLC

Disclosures

Please visit the SEC profile of Benjamin Mcqueen 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 Liberty One Investment Management

Greg Sander
Libertyville, IL
Benjamin Mcqueen
Libertyville, IL
Nicholas Ng
Libertyville, IL
Steven Grove
Libertyville, IL
Nikolay Strom
Libertyville, IL
Sean Belton
Crescent Springs, KY
Karen Mills
Libertyville, IL
Don Hardin
Libertyville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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