Advisor at Western Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Neskowin, OR
Credentials
Series 66
Industry experience
19 years
Benjamen Rothwell is a financial advisor at Western Wealth Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Meridian Wealth Management, Western Wealth Management LLC, LPL Financial, LLC, and Independent Financial Group LLC. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives. The firm utilizes a variety of investment strategies and maintains oversight through a home office and in-house investment committee.
Based on Western Wealth Management LLC
Based on Western Wealth Management LLC
Flat fees ranging from $100 to $10,000 for financial planning and consulting services; flat fees up to 2.5% of AUM may also be applied for portfolio management in certain circumstances.
$0+: Up to 3.0% annually for Comprehensive Portfolio Management (maximum) - negotiable and may be flat fee or percentage-based $10,000 - $249,999: Up to 2.5% annually for LPL Optimum Market Portfolios Program (OMP) $250,000+: Up to 2.5% annually for LPL Personal Wealth Portfolios Program (PWP) $10,000+: Up to 2.5% annually for LPL Model Wealth Portfolios Program (MWP) $50,000+: Up to 3.0% annually for LPL Manager Access Select Program (MAS) $100,000+: Up to 3.0% annually for LPL Manager Access Network (MAN) $5,000+: 1.4% annually for LPL Guided Wealth Portfolios Program (GWP)
Some IARs are registered representatives of LPL and may earn commissions on securities sales.
$100 to $1,000 per hour for financial planning and consulting services.
Account minimum: $5,000 Fee-only: Financial planning fees range from $100 to $10,000 flat fee; hourly fees range from $100 to $1,000 per hour; ongoing fees available with automatic renewals.
Neskowin, OR
California · Oregon
Meridian Wealth Management
2021 - Present (5 years)
Western Wealth Management LLC
2020 - Present (6 years)
LPL Financial, LLC
2020 - Present (6 years)
Independent Financial Group LLC
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Beaver, OR
Stewardship Investment Services LLC
Case Roos is the sole advisor at Stewardship Investment Services LLC, holding a Series 65 designation with one year of industry experience. He has managed Roos Management LLC since 2016. Outside of advisory work, he is involved in real estate development. Stewardship Investment Services is a state-registered, single-advisor firm offering personalized financial planning, portfolio management, and educational seminars to individuals, trusts, charitable organizations, and business entities. The firm designs investment programs based on client-specific risk tolerance and objectives, employing buy-and-hold or periodic rebalancing strategies with a focus on equities, fixed income, and ETFs.
Series 66
Philomath, OR
Ameriprise
Michael Cross is a financial advisor with Ameriprise in Philomath, OR, holding a Series 66 credential and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the board of the Heartland Humane Society and acts as treasurer for Boy Scouts Troop 161. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports as part of a centralized consulting approach.
CFP®, Series 66
Lincoln City, OR
Edward Jones
CFP®, Series 66
Lincoln City, OR
LPL Financial
Duane Silbernagel is a CFP® professional with 15 years of experience, currently affiliated with LPL Financial since 2021. His background includes roles at Waddell and Reed, Inc. and various insurance agencies, as well as involvement in local nonprofit organizations such as Family Promise of Lincoln County and the North Lincoln Hospital Foundation Board of Directors. Outside of financial advising, he has operated small businesses including Silbernagel Firewood, LLC and Silbernagel Excavation, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, a range of investment models and strategies, and offers both advisory and brokerage solutions tailored to client needs.
Series 66
Lincoln City, OR
Edward Jones
Series 66
Lincoln City, OR
Edward Jones
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