Benjimin James June
Investment adviser representative at Asset Allocation Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Asset Allocation Strategies, LLCNov 2024 to now
- Glp & AssociatesNov 2024 to now
- Glp Investment ServicesJul 2024 to now
- Self- EmployedMar 2020 to now
- Alpha Intelligence Inc.Jul 2015 to now
- Principal Life Insurance CompanyJan 2022 to May 2022
- Principal Securities IncJan 2022 to May 2022
- H&r BlockDec 2020 to Dec 2021
- Keller WilliamsMar 2020 to Jul 2020
- Ace HardwareFeb 2020 to Apr 2020
- Menards South HavenDec 2018 to Jan 2020
- Western Michigan UniversityJan 2017 to Dec 2018
- South Haven Health SystemJul 2016 to Dec 2016
- It-il-do ChartersJan 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Asset Allocation Strategies, LLC
$1BAssets managed
4,394Clients
40Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7049889
- Firm CRD
- 152339