Unclaimed Profile

Benjamin J Malick

BRIGHT PORTFOLIOS, LLC·LEE'S SUMMIT, Missouri

Series 7, Series 66Clean record17 years registeredBRIGHT PORTFOLIOS, LLC

11 SE 2ND ST, LEE'S SUMMIT, MO 64063CRD# 5582004Firm CRD# 288605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin J Malick · LEE'S SUMMIT, MO

Registration

CRD #5582004 · BRIGHT PORTFOLIOS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

BRIGHT PORTFOLIOS, LLC

Sep 2017 – present

WISE WEALTH, LLC

Feb 2018 – Mar 2025

LEE'S SUMMIT, MO

INSPIRE

Feb 2017 – Apr 2017

Blue Springs, MO

THREE NINE FINANCIAL

May 2016 – May 2019

GRAIN VALLEY, MO

MITCHELL CAPITAL MANAGEMENT CO

Aug 2014 – Apr 2016

LEAWOOD, KS

PRIMEVEST FINANCIAL SERVICES, INC.

Jan 2010 – Aug 2010

INDEPENDENCE, MO

EDWARD JONES

Oct 2008 – Jan 2010

OAK GROVE, MO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 17, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHT PORTFOLIOS, LLC

CRD 288605 · SEC 801-131622

Employees

Total firm employees

Services offered by BRIGHT PORTFOLIOS, LLC

Per Form ADV

Portfolio management (pooled investments)

Other

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at BRIGHT PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Benjamin J Malick offer?

Benjamin J Malick specializes in Investment Management, Fee-Only Advisory. Contact their office in LEE'S SUMMIT, Missouri for a consultation.

What are Benjamin J Malick's credentials?

Benjamin J Malick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin J Malick located?

Benjamin J Malick is based in LEE'S SUMMIT, Missouri, working with BRIGHT PORTFOLIOS, LLC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.

How does Benjamin J Malick charge for services?

Benjamin J Malick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHT PORTFOLIOS, LLC?

BRIGHT PORTFOLIOS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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