BK
BK

Benjamin Joseph Kimla

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
5,456 clients
Average Client Portfolio
$889K average
Assets Under Management
$4.8B

Fee Structure

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Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

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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 ActivitiesSells Insurance

Benjamin is an insurance agent with Studemont Group LP since 2012, dedicating nearly full-time hours to this role. He is also a licensed independent insurance agent selling life and health insurance, spending a few hours per week on this. Finally, Benjamin is a 50% owner of K Texas Rentals, a short-term rental property, spending minimal time coordinating repairs.

Employment History
Current Registrations
Oneseven
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Baron Financial Advisors, LLC
May 2018 - March 2021 · 2 yrs 10 mos
212 Advisory Group, LLC
September 2015 - May 2018 · 2 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.