BH
CFP
BH
CFP

Benjamin M Hout

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,385 clients
Average Client Portfolio
$225K average
Assets Under Management
$310.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

270 Bradenton Avenue, Dublin, OH, 43017

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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 a licensed insurance agent selling insurance and annuity products since October 2024. This takes about a quarter of his time, including during securities trading hours.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Horter Investment Management, LLC
November 2023 - October 2024 · 11 mos
Cerity Partners LLC
June 2023 - September 2023 · 3 mos
Argi Investment Services, LLC
September 2022 - April 2023 · 7 mos
Fifth Third Securities, INC.
September 2018 - September 2022 · 4 yrs
Fifth Third Securities, INC.Broker
November 2015 - September 2022 · 6 yrs 10 mos
State Registrations3 states
INKYOH
Advisor
Exams
No exam information available for this advisor.
Benjamin M Hout - Financial Advisor | TrueAdvisor