Ben Bremen
Gestionnaire de Portefeuille-Actions chez Strategic Wealth Partners Group LLC
Profil
Mr. Benjamin J.
Bremen, CPA, is a Wealth Advisor at Strategic Wealth Partners Group LLC.
He helps retirees, professionals, and corporate executives navigate the complexities of managing their wealth and preparing for their financial futures.
He has over 11 years of experience in the financial services industry.
He previously served as Vice President & Wealth Advisor at RMB Capital in Minneapolis before joining Strategic Wealth Partners in January 2023.
He received his BBA in Accounting & Finance from the University of Iowa.
Postes actifs de Ben Bremen
| Sociétés | Poste | Début |
|---|---|---|
Strategic Wealth Partners Group LLC
 Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | 01/01/2023 |
Formation de Ben Bremen
| University of Iowa | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Strategic Wealth Partners Group LLC
Strategic Wealth Partners Group LLC Investment ManagersFinance Strategic Wealth Partners Group LLC (SWP) is a SEC-registered investment advisor and wealth management firm headquartered in Deerfield, Illinois. The firm was founded by David J. Copeland and Neal H. Price in 2008 as the successor firm of Strategic Wealth Partners LLC. They are wholly owned by Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). SWP provides advisory services to high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
