TrueAdvisor
TrueAdvisor
BK
BK

Benjamin Aaron Krimmel

Oberweis Asset Management INC
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Oberweis Asset Management INC
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
108 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only

Location

3333 Warrenville Road, Suite 500, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oberweis Asset Management INC
October 2024 - Present · 1 yr 4 mos
Oberweis Securities, INC.Broker
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Nuveen Securities, LLCBroker
June 2011 - September 2024 · 13 yrs 3 mos
Nuveen Asset Management, LLC
June 2011 - September 2024 · 13 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Citigroup Global Markets INC.
November 2005 - June 2009 · 3 yrs 7 mos
Citigroup Global Markets INC.Broker
June 2005 - June 2009 · 4 yrs
U.S. Bancorp Investments, INC.Broker
August 2004 - June 2005 · 10 mos
Woodbury Financial Services, INC.Broker
June 2004 - August 2004 · 2 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.