Benjamin Steven Ingram
Investment adviser representative at Beacon Pointe Advisors, LLC
12 yearsExperience
2 statesRegistered in
$54.9BFirm assets
24 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 feePerformance-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
12 years in the industry.
- Beacon Pointe Advisors, LLCOct 2024 to now
- Lake Elmo Inn, IncJan 2014 to now
- Landmark Wealth Management GroupMay 2023 to Oct 2024
- Cunningham Restaurant GroupOct 2022 to May 2024
- Nvent ElectricNov 2021 to Aug 2022
- Redpath & CompanyOct 2019 to Nov 2021
- Room & BoardMay 2018 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 8074485
- Firm CRD
- 119290