BS
BS

Benjamin Allen Schwarz

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

3550 E 2nd Avenue, Denver, CO, 80206

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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 insurance strategist for 1789 Wealth Strategies LLC and an insurance producer for TYSERS LIVE, selling various insurance products. He also works as an IAR rep for TLG Advisors, Inc. and does automotive photography as a hobby.

Employment History
Current Registrations
Tlg Advisors, INC.
June 2022 - Present · 3 yrs 8 mos
The Leaders Group, INC.Broker
June 2022 - Present · 3 yrs 8 mos
The Leaders Group, INC.
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Valmark Advisers, INC.
March 2020 - May 2022 · 2 yrs 2 mos
Valmark Securities, INC.Broker
March 2018 - May 2022 · 4 yrs 2 mos
State Registrations2 states
COOH
AdvisorBroker
Exams
No exam information available for this advisor.