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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Ronning is a financial advisor at Arvest Wealth Management, a firm with a focus on providing financial planning and investment management services to individuals, families, and businesses. Benjamin has been in the financial services industry since 2006 and holds Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Benjamin is a Certified Financial Planner™ professional and has experience working with clients in a variety of financial situations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
06/21/2019 - Present
Arvest Wealth Management (MISSION KS)
KS
02/05/2016 - 03/14/2019
UMB FINANCIAL SERVICES, INC. (Leawood KS)
KS
09/05/2013 - 01/14/2016
WADDELL & REED (OVERLAND PARK KS)
KS
08/13/2012 - 09/11/2013
H.D. VEST INVESTMENT SERVICES (MILFORD KS)
KS
05/22/2006 - 10/15/2009
WADDELL & REED, INC. (GREAT BEND KS)
IA
Issued 09/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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