A complete list of active advisors currently associated with BN Investment, LLC

Warmer can help you find a great advisor at BN Investment, LLC or one who fits your needs even better.

BN Investment, LLC provides discretionary portfolio management primarily to individuals, trusts, and small businesses, investing mainly in U.S.-listed equities, exchange-traded funds, and related derivatives. The firm operates as a solo independent adviser with a modest asset base and requires clients to grant discretionary trading authority for its strategies. The firm combines fundamental and technical analysis and routinely uses options and other derivatives to generate income, manage cost basis, and hedge downside exposure, while also reserving the ability to employ intraday trading techniques and initial margin. For qualified clients the adviser may accept performance-based compensation and maintains flexibility to modify trading strategies and use leverage as market opportunities arise. Noteworthy distinctions include the active use of borrowing and margin within managed accounts and routine use of derivatives and options—practices that are uncommon among similar independent advisers—and a requirement that clients execute trades through a single custodian trading platform. The brochure discloses prior regulatory sanctions related to transactions involving loaned investor funds, including fines and one-year suspensions (FINRA and a Missouri regulator), and notes the firm has “limited” or constructive custody because it directly debits advisory fees from custodial accounts.

To learn more about the advisors currently working at BN Investment, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Max Nelson	Amazonia, MO	24

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