Unclaimed
Benjamin Verhille is an investment advisor representative registered with Lion Street Advisors, LLC in Iowa. Benjamin has been in the industry since 2013, and is registered as an investment advisor representative in Iowa. Benjamin has experience working with high net worth individuals and pension and profit-sharing plans. Lion Street Advisors, LLC is a firm based in Austin, TX, with offices in Cedar Rapids, IA. The firm provides financial planning, pension consulting, and portfolio management services. The firm manages over $2.3 billion in assets.
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.
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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IA
03/15/2021 - Present
Lion Street Advisors, LLC (CEDAR RAPIDS IA)
IA
Issued 03/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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