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Benjamin Jeschke Gilmore

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
172 advisors
Number of Clients
2,942 clients
Average Client Portfolio
$271K average
Assets Under Management
$798.1M

Fee Structure

Minimum Investment:$25K
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Location

107 N 6th St, Suite 1, Atchison, KS, 66002

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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 involved with the leadership committee at First Christian Church of Troy as a church elder and board member, dedicating minimal time. He also works as an insurance agent selling Medicare Supplement, life insurance, and other fixed products, spending about 10-20% of his time on this activity. Finally, Benjamin is an author and wrote a book about religious and personal development, spending minimal time on this activity.

Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
October 2022 - Present · 3 yrs 4 mos
Berthel, Fisher & Company Financial Services, INC.Broker
September 2022 - Present · 3 yrs 5 mos
State Registrations4 states
KSMOTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.