Unclaimed
Benjamin Krimmel is an investment advisor representative with Oberweis Asset Management Inc. Benjamin has been in the industry since June 2004, and has been with Oberweis Asset Management Inc. since October 2024. Oberweis Asset Management Inc. is a registered investment advisor with the Securities and Exchange Commission. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides model portfolio data to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Provide model portfolio data to clients
1
2
IL
10/04/2024 - Present
Oberweis Asset Management Inc. (LISLE IL)
IL
06/01/2009 - 06/03/2011
MORGAN STANLEY SMITH BARNEY (DEERFIELD IL)
IL
06/10/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
MN
08/23/2004 - 06/09/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
06/02/2004 - 08/25/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 11/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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