BM
CFP
BM
CFP

Benjamin Michael Motiff

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

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Location

402 Gammon Place, Suite 200, Madison, WI, 53719

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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

Benjamin is an independent insurance agent at Motiff & Fayram, LTD, which may include fixed indexed annuities, and also prepares taxes. He also has several real estate ventures, including owning residential rental properties and partnerships in rental property management, taking about a quarter of his time for accounting/bookkeeping.

Employment History
Current Registrations
Harbour Investments, INC.
June 2021 - Present · 4 yrs 8 mos
Harbour Investments, INC.Broker
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Avantax Advisory Services
May 2011 - June 2021 · 10 yrs 1 mo
Avantax Investment Services, INC.Broker
July 2010 - June 2021 · 10 yrs 11 mos
State Registrations6 states
COFLMIMNVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.