Advisor at OneLegacy Advisors, 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.
Firm
OneLegacy Advisors, LLC
Location
Green Bay, WI 54304
Credentials
Series 63, Series 65
Industry experience
2 years
Jasen Benton is a financial advisor at OneLegacy Advisors, LLC with 2 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services industry since 2010, including over a decade at Protective Financial Services, LLC. Benton is also a licensed insurance agent and occasionally offers clients advice or products related to insurance. OneLegacy Advisors, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a diverse investment approach incorporating multiple analysis methods and trading strategies, with a focus on documented client risk tolerances and regular portfolio monitoring.
Based on OneLegacy Advisors, LLC
$10,000 - $750,000: 1.50% $750,001 - $1,500,000: 1.25% $1,500,001 - $3,000,000: 1.00% $3,000,001+: 0.50%
Insurance product sales commissions to certain representatives
Account minimum: $10,000
1150 Springhurst Drive, Suite Ll 205
Green Bay, WI 54304
Wisconsin
OneLegacy Advisors, LLC
2014 - Present (12 years)
Protective Financial Services, LLC
2010 - 2023 (13 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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