Benjamin Reid Tegeler
Professional Summary
Benjamin Reid Tegeler, who also goes by Ben Reid Tegeler, is a registered financial advisor currently at GINERIS WEALTH MANAGEMENT located in Dyer, Indiana and OSAIC WEALTH, INC. located in Morrison, Illinois. Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ben Reid Tegeler
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Contact Information
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AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GINERIS WEALTH MANAGEMENT | GINERIS WEALTH MANAGEMENT, LLC | GINERIS WEALTH MANAGEMENT LLC
Contact Information
Main Address
2005 Hart Street, Dyer, IN 46311Phone Number
(219) 359-4205# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
312AUM (Assets Under Management)
$89,187,322Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(3/28/2024)
(4/11/2024)
(4/2/2024)
(4/23/2024)
(1/24/2024)
(3/1/2024)
(3/27/2024)
(4/19/2024)
(4/12/2024)
(1/22/2024)
(7/24/2024)
(3/28/2024)
(11/7/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2022About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Reid Tegeler's CRS (Customer Relationship Summary).
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AMERIPRISE FINANCIAL SERVICES, LLC