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Benjamin Henry Mee

Investment adviser representative at Stephens
15 yearsExperience
2 statesRegistered in
$18BFirm assets
46 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 feeCommissionsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

15 years in the industry.

  1. Stephens Inc.Sep 2024 to now
  2. Generac Holdings, Inc.Aug 2022 to Sep 2024
  3. Stephens Inc.Jun 2021 to Aug 2022
  4. Alpha Investment Consulting GroupMay 2020 to Apr 2021
  5. Riverwater PartnersDec 2019 to May 2020
  6. Mark CapitalDec 2019 to Apr 2020
  7. Milwaukee Kickers Soccer ClubMay 2019 to Jul 2019
  8. Trinity Three Irish PubsSep 2018 to Feb 2020
  9. Uwm University RecreationAug 2018 to Dec 2019
  10. MeijerJan 2018 to Aug 2018
  11. Uw-madisonSep 2017 to Dec 2017
  12. College Pro PaintersMay 2017 to Aug 2017
  13. Mukwonago YmcaOct 2015 to May 2017
  14. EducationJun 2011 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Stephens

Legal name: Stephens Inc.

$18BAssets managed
21,991Clients
242Advisers
46 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
7388949
Firm CRD
3496
Advisor's SEC record (opens in a new tab)
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