Advisor at Midwest Financial Associates, Inc.
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 Associates, Inc.
Location
Rockford, IL 61108
Credentials
Series 63
Industry experience
47 years
Benjamin Murray is a financial advisor at Midwest Financial Associates, Inc. in Rockford, IL, with 47 years of industry experience. He holds a Series 63 designation and previously worked at Sagepoint Financial, Inc. from 2009 to 2021. Outside of advising, he owns an insurance agency that sells life insurance to individuals. Midwest Financial Associates provides discretionary portfolio management and integrated financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on customized portfolios using asset allocation and tactical shifts across various asset classes, typically managing client accounts on a discretionary basis.
Based on Midwest Financial Associates, Inc.
Based on Midwest Financial Associates, Inc.
$0 - $3,000,000: 0.90% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.65% Pension/Group Plans+: 0.20% to 1.0% (may be as low as 0.20%)
Certain representatives earn commissions on insurance products separate from advisory fees
Account minimum: $50,000 Fee-only: Asset-based fees only, no commissions on securities transactions
4615 E State Street, Suite 102
Rockford, IL 61108
Illinois
Midwest Financial Associates, Inc.
2021 - Present (5 years)
Sagepoint Financial, Inc.
2009 - 2021 (12 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
CFP®, Series 63, Series 65
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Pathfinder Advisory, Inc.
Series 63, Series 65
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DiBenedetto & Associates Ltd
ChFC®, Series 63, Series 65
Rockford, IL
Midwest Financial Associates, Inc.
Series 63
Rockford, IL
Bates Financial Advisors, Inc.
Series 63, Series 65
Rockford, IL
DiBenedetto & Associates Ltd
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