Eric
Benes
Midwestern Securities Trading Company, LLC
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About this Advisor
Eric Benes is a financial advisor working in Saint Louis, Missouri with 1 year of industry experience. Benes is an advisor for Midwestern Securities Trading Company, LLC. During their career, the advisor has held roles 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. Benes holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Midwestern Securities Trading Company, LLC is a financial advisory business that has its headquarters in East Peoria, IL. The firm has offices in 56 locations and a total of 60 advisors. It oversees $1 billion in total assets across its 7,479 client accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 7,479 client accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets available to invest. Midwestern Securities Trading Company, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types charged by Midwestern Securities Trading Company, LLC most likely include any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Midwestern Securities Trading Company, LLC Brokerage Details
$1,012,593,887
60
7,479
$135,392
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
Eric has been registered as a financial advisor for 1 years.*
John Graham & Associates
Charles Schwab & Co., Inc
Citizens For Rauner Campaign
Northwestern Graduate Housing
Henry Crown Sports Pavilion (Spac)
Young Invincibles
Safe Ride
Darin Lahood District Office
Burklund Distributors, Inc
School
*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 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
East Peoria, IL
East Peoria, IL
East Peoria, IL
East Peoria, IL
Wayne City, IL
Wayne City, IL
East Peoria, IL
Rock Falls, 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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