Benjamin
Steele
The Advisory Resource Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Benjamin Steele is a financial advisor based out of Tulsa, Oklahoma with 6 years of industry experience. Steele works at The Advisory Resource Group, LLC. Over the course of their career, they have held roles at Sii Investments, The Advisory Resource Group, LLC, Compass Pointe Financial LLC and M.S. Howells & Co. Steele maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Kansas and Texas. The Advisory Resource Group, LLC is a registered investment company that has its headquarters in Tulsa, OK. The company has offices in three locations and a total of 12 employees. It controls $606 million in assets across its 2,265 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,265 accounts, 20% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm offers portfolio management for individuals and small businesses. Financial advisory fees vary depending on the financial services offered. Fee types charged by The Advisory Resource Group, LLC likely include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Advisory Resource Group, LLC Brokerage Details
$605,988,706
12
2,265
$267,545
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Benjamin Steele Work History
Benjamin has been registered as a financial advisor for 6 years.*
The Advisory Resource Group, LLC
Compass Pointe Financial LLC
M.S. Howells & Co
Sii Investments
*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 Steele 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 The Advisory Resource Group, LLC
Tulsa, OK
Houston, TX
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
Houston, TX
Tulsa, OK
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
