BW
Benjamin Wilkey
SRS WEALTH MANAGEMENT
Lancaster, OH 43130
Some features on this profile are disabled
CRD#: 8211124
BW
Benjamin WilkeySRS WEALTH MANAGEMENT
Professional summary
Benjamin Wilkey is a registered financial advisor currently at SRS WEALTH MANAGEMENT located in Lancaster, Ohio.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Benjamin has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
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) Superior Retirement Solutions - Is investment Related - 121 S Broad St, Lancaster, OH 43130 - Insurance Related - Client Relationship Specialist - Insurance Consultant - 02/2025 - 10-20 Hours - 5 Hours - Maintain Relationships with the Active Clients 2) Asset Management and Protection Services, LLC - Is investment Related - 121 S Broad St, Lancaster, OH 43130 - DBA for Insurance Business - Owner - 03/2025 - 10 Hours - 5 Hours - Insurance Producer
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Wilkey'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®
NoneExperience
Current
July 7, 2026 - Present
SRS WEALTH MANAGEMENT
Office #1: 121 S Broad St, Lancaster, OH 43130RIA
CRD#: 343188
Lancaster, OH
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.Highlighted states indicate IAR registrations
IAR
Ohio(7/7/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
SRS WEALTH MANAGEMENT
SRS WEALTH MANAGEMENT | SRS WEALTH MANAGEMENT, LLC
CRD#: 343188 / SEC#:
Ohio
Registered Investment Advisory firm - (7/7/2026 Approved)Loading...
Contact information
Main Address
121 S. Broad St, Lancaster, OH 43130
Mailing Address
Phone number
(740) 242-0173
Established
Firm type
Fiscal year end
# of Employees
2
0
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.
