Benjamin Barnhart
Professional summary
Benjamin Barnhart, CFP®, who also goes by Benjamin S Barnhart, is a registered financial advisor currently at ON POINT CRNA located in Washington, Michigan.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Benjamin has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Barnhart's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
January 6, 2021 - Present
ON POINT CRNA
November 1, 2019 - January 29, 2021
CHARLES SCHWAB & CO., INC.
November 1, 2019 - January 29, 2021
CHARLES SCHWAB & CO., INC.
February 27, 2018 - October 16, 2019
TD AMERITRADE, INC.
February 26, 2018 - October 16, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - October 16, 2019
TD AMERITRADE, INC.
February 17, 2017 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
March 15, 2016 - February 26, 2018
SCOTTRADE, INC.
September 5, 2014 - February 17, 2016
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2021)
Exams
Current Firm
ON POINT CRNA
CRD#: 312142 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 560 |
| AUM (Assets Under Management) | $ 46,277,531 |
Red Flags
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