Benjamin Muladore
Advisor at Edward Jones
Updated today
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
Edward Jones
Location
Charlevoix, MI 49720
Credentials
CFP®, ChFC®, Series 66
Industry experience
18 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
General estate planning guidance
Work history
Edward Jones
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Carrie T
CFP®, Series 66
Charlevoix, MI
Edward Jones
Ruth S
ChFC®, Series 66
Boyne City, MI
Edward Jones
James R
Series 66
Boyne City, MI
Edward Jones
Kevin L
CFP®, Series 63, Series 65
Harbor Springs, MI
Merrill
Kevin Larson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies designed to help pursue their long-term goals. Utilizing insights from Merrill and the banking and lending resources of Bank of America, he aims to create flexible wealth management approaches aligned with clients’ priorities and changing market conditions. Kevin holds a Bachelor’s Degree from the University of Alabama System and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also active in his community, volunteering with local organizations following the Merrill tradition of community involvement. Outside of work, Kevin enjoys boating, golfing, and skiing.
Don S
ChFC®, Series 63, Series 65
Boyne City, MI
Don A. Slabaugh, LLC
Richard P
Series 63, Series 66
Harbor Springs, MI
Meridian Asset Management
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