Jonathan
Benham
Bischoff Wealth Management Group, LLC
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About this Advisor
Jonathan Benham is a financial advisor working out of Greenwood, Indiana who has 4 years of industry experience. Benham is an advisor for Bischoff Wealth Management Group, LLC. Throughout their career, Benham has worked at Ben Franklin Wealth, Mass Mutual and Bischoff Wealth Management Group, LLC. Benham holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Indiana. Bischoff Wealth Management Group, LLC is a registered investment firm operating out of Greenwood, IN. It manages $183 million in assets under management between its 702 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 702 customer accounts, 25% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Bischoff Wealth Management Group, LLC has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Bischoff Wealth Management Group, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bischoff Wealth Management Group, LLC Brokerage Details
$183,177,087
6
702
$260,936
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jonathan Benham Work History
Jonathan has been registered as a financial advisor for 4 years.*
Bischoff Wealth Management Group, LLC
Ben Franklin Wealth
Mass Mutual
*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 Jonathan Benham 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 Bischoff Wealth Management Group, LLC
Greenwood, IN
Greenwood, IN
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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