Benjamin W Murray

Employer firm

Midwest Financial Associates, Inc. CRD 158573

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 10/2021
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 10/2021 → Present
  Midwest Financial Associates, Inc.
  Rockford, IL

Other Businesses

BEN MURRAY AGENCY POSITION: Owner NATURE: Insurance Agency INVESTMENT RELATED: NO NUMBER OF HOURS: 10 per month SECURITIES TRADING HOURS: NONE ADDRESS: 555 S Perryville Rd, Suite 104, Rockford IL 61108, United States DESCRIPTION: Sell Life Insurance to individuals.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-06-07