BF
CFP
BF
CFP

Ben Feldmeyer

32 Years of Experience
Dayton, OH
2 DisclosuresBrokerSells Insurance

Ben Feldmeyer is a CFP-designated registered investment advisor at Oneseven, based in Dayton, OH, with 32 years of industry experience. Ben is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6500 Centerville Business Pkwy, Dayton, OH, 45459

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2014
Denied
Customer Dispute
September 2004
Closed-No Action
Other Business ActivitiesSells Insurance

Ben is a financial advisor and agent selling fixed insurance products, dedicating nearly full-time hours to these activities. He also co-owns a consulting service for individuals going through divorce and is involved in several other ventures, including serving as president of Bfeld & Co, LLC and vice president of a condo association.

Employment History
Current Registrations
Oneseven
September 2023 - Present · 3 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
September 1999 - September 2023 · 24 yrs
Ameriprise Financial Services, LLCBroker
January 1994 - September 2023 · 29 yrs 8 mos
Ids Life Insurance CompanyBroker
January 1994 - July 2006 · 12 yrs 6 mos
State Registrations10 states
CACOILINNEOHSCTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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