Ben H. Feldmeyer
ONESEVEN | Private Wealth Advisor
DAYTON, OH 45459
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CRD#: 2431764
Professional summary
Ben Howard Feldmeyer, CFP® is a registered financial advisor currently at ONESEVEN located in Dayton, Ohio and PURSHE KAPLAN STERLING INVESTMENTS located in Dayton, Ohio.
Ben is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Ben has worked at 4 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Long-term Care
Insurance Planning
Tax Planning
Estate Planning
Investment Planning
Small Business Planning
Divorce Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MGO One Seven, LLC dba Feldmeyer Financial Group; yes; 6500 Centerville Business Parkway Dayton, OH 45459; RIA; Financial Advisor; 09/2023; 160; 130; Financial advice, fee based investment management, fixed insurance. 2. Fixed Insurance; Yes; 6500 Centerville Business Parkway Dayton, OH 45459; Fixed/Traditional Insurance; Agent; 09/2023; 160; 130; Sales of fixed/traditional insurance products. 3. Alternative Divorce Solutions, LLC; No; 6500 Centerville Business Parkway Dayton, OH 45459; Consulting Services; Co-owner/Chief Strategies; 06/2020; 2; 0; Provide consulting services to individuals going through the divorce process including mediation services, advice as to parenting plans and division of assets, financial calculations such as pension valuations. 4. Bfeld & Co, LLC; No; 6500 Centerville Business Parkway Dayton, OH 45459; Other; President; 05/2007; 1; 0; Pay invoices and payroll. 5. Parkway Professional Suites; No; 6474 Centerville Business Parkway Dayton, OH 45459; Condo Association; Vice President; 01/2019; 1; 0; Vice president of the condo association where we own our building. It's the building where we have our financial business. 6. Feldmeyer Financial Group, LLC; No; 6500 Centerville Business Pkwy, Dayton, OH 45459; Administration; Founder; 09/2023; 1; 0; The business was formed to preserve the name we are using as our DBA. 7. American Heart Association; Not Investment Related; 1313 W. Dorothy Lane, Dayton OH 45409; Non Profit; Board Member; 07/01/2024; 1hr/mo; 1hr during trading; Attend board meetings, volunteer for activities. 8.Diversified Brokerage Services, Inc., 5501 Excelsior Blvd.5501 Excelsior Blvd. Minneapolis, MN 55416. Not investment related. Insurance servicing. Position: Agent, servicing agent for existing policies. Start date: 02/27/24. No more than 2hrs/ month. Duties: review reprojections of life insurance policies for existing clients
CRS (Client Relationship Summary) - RIA
Click below to view Ben Howard Feldmeyer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1997
Experience
Current
September 22, 2023 - Present
ONESEVEN
Office #1: 6500 Centerville Business Pkwy, Dayton, OH 45459RIA
CRD#: 283087
DAYTON, OH
Current
September 22, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 6500 Centerville Business Parkway, Dayton, OH 45459BD
CRD#: 35747
Dayton, OH
Past
September 18, 1999 - September 26, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Dayton, OH
Past
January 28, 1994 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 28, 1994 - September 26, 2023
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Dayton, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
Registered Investment Advisory firm - (5/16/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/22/2023)
RR
Colorado(9/22/2023)
RR
Illinois(10/3/2023)
RR
Indiana(9/27/2023)
RR
Nebraska(9/22/2023)
RR
Ohio(9/22/2023)
IAR
Ohio(9/22/2023)
RR
South Carolina(9/22/2023)
RR
Texas(9/22/2023)
IAR
Texas(9/22/2023)
IAR
Virginia(9/22/2023)
RR
West Virginia(9/22/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 9/22/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ON
ONESEVEN
AIM WEALTH MANAGEMENT GROUP, LLC | WOLFE WEALTH MANAGEMENT | WEALTHCREATE FINANCIAL | WEALTH SOLUTIONS | WEALTH PLANNING AND DESIGN | WE ARE ONE SEVEN, LLC | VALENTINE WEALTH ADVISORS | THE JAICKS GROUP | THE FULSHEAR WEALTH MANAGEMENT GROUP | TCWP LLC | STUDEMONT GROUP, LP | STRUCTURE WEALTH MANAGEMENT, LLC | STRUCTURE WEALTH MANAGEMENT | STRATOS INVESTMENTS OF ONESEVEN | STONE CREEK ADVISORS, LLC | STEADFAST WEALTH STRATEGIES | SHINTANI WEALTH MANAGEMENT SERVICES | S3 RETIREMENT PLANNING | ROSEHAVEN FAMILY OFFICE | ROMERO WEALTH MANAGEMENT | RISE CAPITAL | RETIREMENT PLANNING SOLUTIONS BY THE JAICKS GROUP | RESOLUTE WEALTH MANAGEMENT | REFLECTIONS LIFE INVESTMENTS LLC | REFLECTIONS LIFE INVESTMENTS | R J CAMPBELL INVESTMENTS, LLC | PONDERA WEALTH | PILLAR WEALTH GROUP, LLC | PARK CITY WEALTH ADVISORS | PALM COAST WEALTH MANAGEMENT | PACELINE ADVISORS LLC | ONESEVEN | ONE SEVEN | NORTH MOUNTAIN WEALTH MANAGEMENT, LLC | MOSKAL GROSS ORCHOSKY | MGO ONE SEVEN LLC | MGO ONE SEVEN | MGO INVESTMENT ADVISORS, INC. | MGO ADVISORS | MGO | MG ADVISORS | MCCONNELL FINANCIAL | MB WEALTH MANAGEMENT GROUP, LLC (ALSO REFERRED TO AS "MB GROUP" AND "MAWBY BRIGEMAN WEALTH MANAGEMENT GROUP") | MARTZ FINANCIAL | MAGNETIC NORTH FINANCIAL | LIFE TRANSITIONS PLANNING, LLC | LATTICE WEALTH MANAGEMENT | LAKE HOUSE PRIVATE WEALTH MANAGEMENT, INC | JTM WILLIAMS CAPITAL MANAGEMENT | JRP CAPITAL | JP INVESTMENTS LLC | J WELLINGTON FINANCIAL | IRONCLAD WEALTH MANAGEMENT, LLC | HYPERION WEALTH GROUP | HTR WEALTH MANAGEMENT | HOPE FINANCIAL GROUP, LLC | HEMLOCK WEALTH MANAGEMENT | FELDMEYER FINANCIAL GROUP | EVERGLADES PARKLAND ADVISORS, LLC | DWT WEALTH | CREATED WEALTH ADVISORY | COMMUNITY FINANCIAL ADVISORS INC. | CLIENTFIRST FINANCIAL STRATEGIES, INC | CHEN WEALTH SERVICES LLC | CAREY DITTOE WEALTH MANAGEMENT | CALLAHAN FINANCIAL | BRITTISON FINANCIAL GROUP, INC. | ALTA VERA
CRD#: 283087 / SEC#: 801-107829
RIA
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Contact information
Main Address
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122
Mailing Address
Phone number
(216) 865-1700
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,846 |
| AUM (Assets Under Management) | $ 4,848,322,209 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONESEVEN
Private Wealth AdvisorCRD#: 283087Dayton, OH 45459TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
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