Advisor at Midwest Financial Partners
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.
Firm
Midwest Financial Partners
Location
Sarasota, FL
Credentials
Series 65
Industry experience
2 years
Benjamin Crist is a Series 65-licensed advisor at Midwest Financial Partners with two years of industry experience. Prior to joining Midwest Financial Partners, he held roles at Xcel Energy, Randstad Professionals, HHL + PMP, and Wolters Kluwer Health. Midwest Financial Partners provides investment advice and retirement-plan consulting to individuals, families, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm combines financial planning with discretionary portfolio management using a range of investment vehicles and operates alongside related family office entities offering additional administrative services.
Based on Midwest Financial Partners
$0 - $250,000: 1.26% $250,001 - $500,000: 1.02% $500,001 - $1,000,000: 0.99% $1,000,001 - $2,000,000: 0.78% $2,000,001 - $5,000,000: 0.71% $5,000,001 - $10,000,000: 0.75% Over $10,000,000+: 0.75%
Not specifically detailed in brochure
Sarasota, FL
Florida · Minnesota
Midwest Financial Partners
2023 - Present (3 years)
Xcel Energy
2020 - 2023 (3 years)
Randstad Professionals
2019 - 2020 (1 year)
HHL + PMP
2016 - 2019 (3 years)
Wolters Kluwer Health
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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