Benson E Beachy

Advisor at Edward Jones — Millersburg, OH

Updated today

Credentials

Series 66

Experience

1 year

Location

Millersburg, OH 44654

Edward Jones logo

Edward Jones

Institution

Total advisors

24,085

Across 14,176 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Millersburg, OH

1197 Glen Drive Suite E

Millersburg OH 44654

Advisors at this office

1

Most active in

Ohio

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

First Choice Exteriors

2024 - 2025 • 1 year

Holmseville, OH

Boyd and Wurthmann Restaurant

2016 - 2024 • 8 years

Berlin, OH

Disclosures

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

Business activities & affiliations

user avatar

Andrew M

CFP®, Series 63

Berlin, OH

On Investment Management CO

Andrew Miller is a CFP® professional with 17 years of experience in the financial services industry. He is affiliated with On Investment Management CO and has worked concurrently at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of finance, Miller has operated Beachy's Country Chalet and Miller Mowing for over two decades and serves as the fiscal officer for Sugarcreek Township. On Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model combining broker-dealer activity and advisory services, offering both discretionary and non-discretionary management through third-party programs.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Logan M

Series 63, Series 65

Berlin, OH

On Investment Management CO

Logan Mast is a financial advisor with On Investment Management CO in Berlin, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Hummel Wealth Management, the ON Equity Sales Company, and Hummel Group. Outside of his advisory duties, he maintains a hobby as a dog broker, connecting breeders with buyers through advertising and direct communication. On Investment Management CO is a multi-team firm serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs often integrated with affiliated broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Benjamin M

Series 66

Sugarcreek, OH

Commonwealth Financial Network

Benjamin Minard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Commonwealth since 2013 and is co-owner of MaPP Investment Service, LLC. Outside of advisory work, he is a business consultant through Minard Executive Strategies LLC and serves as an advisory board member for the MWCD Social Welfare Trust. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, technology, investment management, compliance, and practice management. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

David Y

Millersburg, OH

Primerica Advisors

David Yoder is a financial advisor with Primerica Advisors in Millersburg, OH, holding 14 years of industry experience. He has worked with Primevision Financial Group since 2025 and PFS Investments Inc. since 2012, and prior to that was employed with Alpine Cabinets. Outside of his advisory work, Yoder owns Yoder CAD Design LLC, a custom cabinetry business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Zachary S

Series 66

Millersburg, OH

Cetera

Zachary Schuch is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation. Prior to joining Cetera, he held roles at Inogen and the Commercial and Savings Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Bartley H

Series 66

Sugar Creek, OH

Charles Schwab

Bartley Hostetler is a financial advisor with Charles Schwab who holds a Series 66 designation and has 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2007 and previously spent 11 years with Charles Schwab Bank. Outside of his advisory role, Hostetler is an independent contractor serving as a basketball official for junior and high school contests and is also a silent partner investor in an agriculture-related business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services with a multi-asset investment approach supported by centralized operations and a formal alternative-investment process.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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