Benjamin Michael Allen
Investment adviser representative at Whitaker-myers Wealth Managers, Ltd.
10 yearsExperience
2 statesRegistered in
$850.6MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Whitaker-myers Wealth Managers, Ltd.Aug 2024 to now
- Young LifeOct 2017 to Aug 2024
- Citco WaterJan 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Whitaker-myers Wealth Managers, Ltd.
$850.6MAssets managed
3,458Clients
16Advisers
6 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
- 7974374
- Firm CRD
- 286093