BB
BB

Benaiah James Burnich

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

1201 Northwest Briarcliff Parkway, 2nd Floor, Kansas City, MO, 64116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benaiah is a producer/agent for SRA Benefits, selling life, disability, LTC, group health, and fixed annuities. He is also a wealth management advisor for Sageview Advisory Group and sells fixed life insurance through various companies and Assured Partners, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Sageview Advisory Group, LLC
January 2011 - Present · 15 yrs 1 mo
Cetera Wealth Services, LLCBroker
November 2010 - Present · 15 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2010 - June 2023 · 12 yrs 7 mos
NFP Securities, INC.
November 2004 - December 2010 · 6 yrs 1 mo
NFP Securities, INC.Broker
September 2004 - December 2010 · 6 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
January 2001 - January 2002 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
June 2000 - May 2004 · 3 yrs 11 mos
State Registrations17 states
AZCACOFLIAILINKSMNMONENJNYOHTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.