Benjamin
Newhouse

Integrated Advisors Network LLC

CRD#3105894
Investment Advisor
in Springfield, MO

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About this Advisor

Benjamin Newhouse is a financial advisor based in Springfield, Missouri, working with Integrated Advisors Network LLC. Benjamin has previously held positions at Vineyard Financial Group, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, Vineyard Asset Management, LLC, Integrated Advisors Network, and Dfpg Investments, Inc. Benjamin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Alabama, California, Colorado, Maine, Missouri, Oklahoma, South Carolina, and Texas. Currently, Benjamin is part of Integrated Advisors Network LLC, which operates out of Springfield, Missouri. The firm has 39 offices and 90 employees. The firm manages assets totaling $4.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Integrated Advisors Network LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3812 S Fremont Ave
Springfield, MO 65804

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Integrated Advisors Network LLC Brokerage Details

Total Assets Under Management

$4,214,775,861

MO Average: $3,042,739,679
Total Number of Employees

90

MO Average: 49
Total Number of Accounts

11,998

MO Average: 2,315
Average Account Size

$351,290

MO Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Benjamin Newhouse Work History

2015 - Present (10 years)

Integrated Advisors Network

2015 - Present (10 years)

Dfpg Investments, Inc

2007 - Present (18 years)

Vineyard Asset Management, LLC

2012 - 2015 (3 years)

First Allied Advisory Services, Inc

2010 - 2015 (5 years)

First Allied Securities, Inc

1999 - 2015 (16 years)

Vineyard Financial Group, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Benjamin Newhouse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Integrated Advisors Network LLC

David Sztrom
Dallas, TX
Amanda Klug
Kirkland, WA
Janet Galloway
Dallas, TX
Steven Peake
Dallas, TX
Audra Mallow
Pacific Palisades, CA
Douglas Shultz
San Diego, CA
Anna Militello
O Fallon, IL
Allyson Conway
Dallas, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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