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Benjamin Mee

Advisor at Stephens

Updated today

Location

Dousman, WI

Credentials

Series 66

Industry experience

2 years

About

Benjamin Mee is a financial advisor at Stephens with a Series 66 designation and two years of industry experience. His prior roles include positions at Generac Holdings, Inc., Alpha Investment Consulting Group, and Riverwater Partners. Outside of finance, he has worked with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension and retirement plans, and public entities. The firm employs a comprehensive investment process combining centralized committees, affiliated sub-advisors, and in-house equity research, and is notable for its integration of advisory, broker-dealer, and investment banking activities.

Client services

Based on Stephens

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Stephens

Wealth management

Occupation focus

Based on Stephens

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees on a 'per job' basis for certain services, negotiated in advance

Commissions

Markups and markdowns on fixed income transactions up to 0.065% of par value; commissions on trades executed away from Pershing; sales concessions and underwriting fees included in offerings; no commissions on trades executed through Stephens with Pershing for wrap programs

Project-based

Consulting services may be provided with fixed fee, annual fixed fee paid quarterly, or annual fee based on percentage of assets; fees negotiated in advance

Performance-based

Performance fee arrangements available for qualified clients; rates negotiated on individual basis; performance fees typically invoiced annually

Other

Minimum fee: A minimum fee is assessed per account (specific amount not stated)

Location

Dousman, WI

Most active in

Texas · Wisconsin

Work history

Stephens Inc.

2024 - Present (2 years)

Generac Holdings, Inc.

2022 - 2024 (2 years)

Stephens Inc.

2021 - 2022 (1 year)

Alpha Investment Consulting Group

2020 - 2021 (1 year)

Riverwater Partners

2019 - 2020 (1 year)

Mark Capital

2019 - 2020 (1 year)

Milwaukee Kickers Soccer Club

2019 - 2019 (1 year)

Trinity Three Irish Pubs

2018 - 2020 (2 years)

UWM University Recreation

2018 - 2019 (1 year)

Meijer

2018 - 2018 (1 year)

UW-Madison

2017 - 2017 (1 year)

College Pro Painters

2017 - 2017 (1 year)

Mukwonago YMCA

2015 - 2017 (2 years)

Education

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Annuities
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