Benjamin
Newhouse

Integrated Advisors Network LLC

CRD#3105894
Investment Advisor
in Springfield, MO

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About this Advisor

Benjamin Newhouse is a personal financial specialist who works in Springfield, Missouri with 8 years of relevant experience. Newhouse is an advisor for Integrated Advisors Network LLC. Over the course of their career, Newhouse has held roles at Vineyard Financial Group, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, Vineyard Asset Management, LLC, Integrated Advisors Network and Dfpg Investments, Inc. Newhouse has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Alabama, California, Colorado, Maine, Missouri, Oklahoma, South Carolina and Texas. Integrated Advisors Network LLC is a financial advisory firm that has its headquarters in Dallas, TX. The company has offices in 39 locations and a total of 81 employees. It manages $4 billion in total assets across its 11,258 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 40 charities and foundations. Of its 11,258 accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in investable assets. Integrated Advisors Network LLC offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually depend on the services. Fee types charged by Integrated Advisors Network LLC likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Personal Financial Specialist

Years Registered*

8 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3812 S Fremont Ave
Springfield, MO 65804

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$3,553,521,550

MO Average: $3,042,739,679
Total Number of Employees

81

MO Average: 49
Total Number of Accounts

11,258

MO Average: 2,315
Average Account Size

$315,644

MO Average: $1,314,358

Investment Advisory Services

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

Benjamin Newhouse Work History

Benjamin has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Integrated Advisors Network

2015 - Present (9 years)

Dfpg Investments, Inc

2007 - Present (17 years)

Vineyard Asset Management, LLC

2012 - 2015 (3 years)

First Allied Advisory Services, Inc

2010 - 2015 (5 years)

First Allied Securities, Inc

1999 - 2015 (16 years)

Vineyard Financial Group, Inc

*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 Newhouse 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 Integrated Advisors Network LLC

Stephen Hall
Springfield, MO
Steven Peake
Dallas, TX
James Burdett
Dallas, TX
Michael Stephenson
San Diego, CA
David Sztrom
Dallas, TX
James Tindall
Dallas, TX
Michael Norris
Dallas, TX

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.

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