Benjamin Allen has been an investment adviser representative at Whitaker-Myers Wealth Managers since September 2024, and is not listed among the firm’s executive officers or direct owners.
Whitaker-Myers Wealth Managers, LTD. is a Mansfield, OH firm with $851M under management, 3,458 clients and 10 advisers across 20 offices, as of its June 2026 filing.
Benjamin Allen’s longest registration is the current one, 2 years at Whitaker-Myers Wealth Managers since 2024.
- Bluespring Wealth Management, LLCAlso current– present · under a yearMansfield, OH · Adviser representative · Firm CRD 152667
- – present · 2 yearsDublin, OH · Adviser representative · Firm CRD 286093
Investment adviser representative registrations
Benjamin Allen is registered as an investment adviser representative in 2 states. The first approvals date from September 2024; the most recent is Texas, in November 2024.
- OhioSince 9 September 2024
- TexasSince 29 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Benjamin Michael Allen
- CRD
- 7974374
- Firm
- Whitaker-Myers Wealth Managers · CRD 286093
- Office
- 5194 Blazer Parkway, Dublin, OH 43017
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Benjamin Allen work?
Benjamin Allen is an investment adviser representative registered through Whitaker-Myers Wealth Managers, LTD. since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Benjamin Allen a financial advisor?
Yes. Benjamin Allen has a current investment-adviser registration in Ohio and Texas, through Whitaker-Myers Wealth Managers since September 2024.
How many years of experience does Benjamin Allen have?
Benjamin Allen has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has Benjamin Allen passed?
Benjamin Allen passed the Series 65 in September 2024.
Where is Benjamin Allen based?
Benjamin Allen’s registered office is in Dublin, OH.
Is Benjamin Allen registered with FINRA?
No. Benjamin Allen has no current broker registration.
How can I verify Benjamin Allen’s record?
Search CRD 7974374 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Allen’s full registration record.
- John-Mark YoungPresident/Chief Investment Officer
- Kelly TaylorChief Compliance Officer
- Matthew HarrisMember
- Chris VanderzydenMember
- Ryan EmmonsMember
- Seth BuckwalterMember