BZ
BZ

Benjamin John Zamojski

7 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Minimum Investment:$50K
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Location

200 East 80th Place, #200, Merrillville, IN, 46410

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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 registered administrator for Global Assets Advisory, LLC and Laszlo Rigsby Advisory Services, dedicating nearly full-time hours to each. He is also an independent health/life insurance agent, spending about 10-20% of his time on this activity, and donates plasma for minimal compensation.

Employment History
Current Registrations
Global Assets Advisory, LLC
September 2020 - Present · 5 yrs 5 mos
International Assets Advisory, LLCBroker
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Grace Capital Management, LLC
March 2020 - October 2020 · 7 mos
Triad Advisors LLCBroker
April 2019 - July 2020 · 1 yr 3 mos
W&s Brokerage Services, INC.Broker
March 2017 - June 2018 · 1 yr 3 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Benjamin John Zamojski - Financial Advisor | TrueAdvisor