TrueAdvisor
TrueAdvisor
BS
BS

Benny J Stewart

On Investment Management CO
14 Years of Experience
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningSpecial Needs Planning
On Investment Management CO
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
203 advisors
Number of Clients
8,323 clients
Average Client Portfolio
$286K average
Assets Under Management
$2.4B

Fee Structure

Location

2641 NE McBaine Drive, Lee's Summit, MO, 64064

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History

Regulatory History (3)
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Employment Separation After Allegations
February 2019
Judgment / Lien
April 2017
Judgment / Lien
March 2015
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benny is an insurance agent since 2019, dedicating about a quarter of his time to writing insurance business at 2641 NE MCBaine Drive, Lees Summit, MO. Benny also spends minimal time writing insurance as an agent for McGill, Rediger & Simmons, LLC in Omaha, NE.

Employment History
Current Registrations
On Investment Management CO
May 2019 - Present · 6 yrs 9 mos
The O.N. Equity Sales CompanyBroker
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Edward JonesBroker
January 2015 - February 2019 · 4 yrs 1 mo
Edward Jones
January 2015 - February 2019 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - December 2014 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - December 2014 · 3 yrs 4 mos
State Registrations26 states
AKALARAZCACODCFLGAIAILKSLAMDMONCNMNYOHOKORPATXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.