Eric
Benes

Midwestern Securities Trading Company, LLC

CRD#7348193
Investment Advisor
in East Peoria, IL

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About this Advisor

Eric Benes is a financial advisor based in East Peoria, Illinois, working with Midwestern Securities Trading Company, LLC. Eric has previously held positions at Charles Schwab & Co., Inc, Young Invincibles, Citizens For Rauner Campaign, Safe Ride, Northwestern Graduate Housing, Burklund Distributors, Inc, Henry Crown Sports Pavilion (Spac), Darin Lahood District Office, School and John Graham & Associates. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois, Oklahoma, and Texas. Currently, Eric is part of Midwestern Securities Trading Company, LLC, which operates out of East Peoria, Illinois. The firm has 71 offices and 79 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Midwestern Securities Trading Company, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

235 Everett St
East Peoria, IL 61611

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Midwestern Securities Trading Company, LLC Brokerage Details

Total Assets Under Management

$1,263,009,756

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

79

IL Average: 44
Total Number of Accounts

8,452

IL Average: 2,564
Average Account Size

$149,433

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Eric Benes Work History

2021 - Present (3 years)

John Graham & Associates

2020 - 2021 (1 year)

Charles Schwab & Co., Inc

2019 - 2019 (< 1 year)

Citizens For Rauner Campaign

2019 - 2020 (1 year)

Northwestern Graduate Housing

2019 - 2020 (1 year)

Henry Crown Sports Pavilion (Spac)

2018 - 2018 (< 1 year)

Young Invincibles

2018 - 2019 (1 year)

Safe Ride

2017 - 2017 (< 1 year)

Darin Lahood District Office

2013 - 2016 (3 years)

Burklund Distributors, Inc

2009 - 2020 (11 years)

School

Disclosures

Please visit the SEC profile of Eric Benes 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 Midwestern Securities Trading Co.,LLC

Cody Leach
East Peoria, IL
Sarah Gritzmacher
East Peoria, IL
Josiah Springer
East Peoria, IL
Joshua Janssen
East Peoria, IL
Ahlden Harms
East Peoria, IL
Scott Fisher
East Peoria, IL
Michael Vogt
East Peoria, IL
Luke Harl
Wayne City, 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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