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Benjimin James June

Asset Allocation Strategies, LLC

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About Benjimin James June

Benjimin James June is an investment advisor representative registered with Asset Allocation Strategies, LLC. Benjimin has been in the industry for a little over a year, previously holding a role at Principal Securities, Inc. Benjimin holds the Series 65, Series 66, and Series 7 licenses. Benjimin's specializations include portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. The firm's main office is located in Farmington, Michigan.

Firm Information

Benjimin June is currently registered with Asset Allocation Strategies, LLC. Asset Allocation Strategies, LLC is an investment advisory firm located in Farmington, MI, with approximately 40 licensed agents and investment adviser representatives. They provide financial planning, educational seminars, and selection of other advisers, and manage portfolios for individuals and businesses. The firm manages over $626 million in assets for approximately 3,756 clients.
Asset Allocation Strategies, LLC

33335 GRAND RIVER

FARMINGTON, MI 48336

$626.74M

Assets Under Management

Not reported

Total Clients

37

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Benjimin June’s Registration & Firm History

MI

11/04/2024 - Present

Asset Allocation Strategies, LLC (Grand Rapids MI)

MI

02/22/2022 - 05/16/2022

PRINCIPAL SECURITIES, INC. (Kalamazoo MI)

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Licenses & Designations

BOTH

Issued 03/21/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 11/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/06/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjimin James June.
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