BD
BD

Benjamin Joshua Dethlefs

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
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Location

2820 Dallas Parkway, Plano, TX, 75093

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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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Other Business Activities

Benjamin is a passive investor in MedHawk Gunite & Concrete LLC, a company providing concrete services to pool construction companies, since 2021. He dedicates minimal time to this activity.

Employment History
Current Registrations
Retirement Planners of America
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
November 2018 - February 2022 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
November 2018 - February 2022 · 3 yrs 3 mos
TD Ameritrade Investment Management, LLC
September 2015 - September 2018 · 3 yrs
TD Ameritrade, INC.
September 2015 - September 2018 · 3 yrs
TD Ameritrade, INC.Broker
January 2015 - September 2018 · 3 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Benjamin Joshua Dethlefs - Financial Advisor | TrueAdvisor