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Benjamin Mark Verwys

Fiduciary Financial Advisors

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About Benjamin Mark Verwys

Benjamin Verwys is an investment advisor representative with Fiduciary Financial Advisors. Benjamin is based in Grand Rapids, Michigan. Benjamin has over 14 years of experience in the financial services industry. Benjamin holds Series 6, 7, 63 and 65 securities licenses and has passed the Securities Industry Essentials Examination (SIE). Prior to joining Fiduciary Financial Advisors, Benjamin was employed by Oppenheimer & Co. Inc. and Natcity Investments, Inc. Currently, Benjamin also serves as the Managing Member of BAMF Investors, LLC. BAMF Investors, LLC is a pooled funding vehicle for investors to invest in BAMF Health, Inc., a privately held company in the healthcare industry.

Firm Information

Benjamin Verwys is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Verwys’s Registration & Firm History

MI

03/08/2016 - Present

Fiduciary Financial Advisors (GRAND RAPIDS MI)

MI

01/13/2009 - 10/17/2014

OPPENHEIMER & CO. INC. (GRAND RAPIDS MI)

MI

05/21/2008 - 01/02/2009

NATCITY INVESTMENTS, INC. (ZEELAND MI)

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Licenses & Designations

IA

Issued 08/13/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/28/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2014

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2009

Series 7 - General Securities Representative Examination

BC

Issued 05/20/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Mark Verwys.
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