BK
BK

Benjamin Kneeland

6 Years of Experience
Duluth, MN
Broker

Benjamin Kneeland is a registered investment advisor at Raymond James & Associates, INC., based in Duluth, MN, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

26 East Superior Street, Suite 500, Duluth, MN, 55802

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Benjamin works part-time as a licensed Peace Officer for the Proctor Police Department, providing security for major events and potentially assisting with patrol duties. This requires minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2020 - Present · 5 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Morgan Stanley
May 2019 - October 2020 · 1 yr 5 mos
Morgan StanleyBroker
March 2019 - October 2020 · 1 yr 7 mos
State Registrations40 states
AKARAZCACODCDEFLGAIAIDILKYLAMAMDMIMNMOMSMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWI
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.