Unclaimed Profile

Michael Andrew Benepe

FALCO FINANCIAL SERVICES, INC.·SCOTTSBLUFF, Nebraska

SIE, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredFALCO FINANCIAL SERVICES, INC.

1110 CIRCLE DRIVE, SCOTTSBLUFF, NE 69361CRD# 2293123Firm CRD# 112538

Profile Verification

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

Identity

Michael Andrew Benepe · SCOTTSBLUFF, NE

Registration

CRD #2293123 · FALCO FINANCIAL SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FALCO FINANCIAL SERVICES, INC.

ON INVESTMENT MANAGEMENT CO

Jan 2015 – Sep 2017

SCOTTSBLUFF, NE

FALCO FINANCIAL SERVICES, INC.

Jan 2006 – Nov 2014

SCOTTSBLUFF, NE

ON INVESTMENT MANAGEMENT CO

Apr 2005 – Feb 2006

SCOTTSBLUFF, NE

WADDELL & REED, INC.

May 2002 – May 2003

BUTTE, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FALCO FINANCIAL SERVICES, INC.

CRD 112538 · SEC 801-62722

AUM

$49M

Regulatory assets under management

Employees

380 client accounts

Services offered by FALCO FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FALCO FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Andrew Benepe offer?

Michael Andrew Benepe specializes in Financial Planning, Investment Management.

What are Michael Andrew Benepe's credentials?

Michael Andrew Benepe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Andrew Benepe located?

Michael Andrew Benepe is based in SCOTTSBLUFF, Nebraska, last registered with FALCO FINANCIAL SERVICES, INC..

How does Michael Andrew Benepe charge for services?

Michael Andrew Benepe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FALCO FINANCIAL SERVICES, INC.?

FALCO FINANCIAL SERVICES, INC. has approximately 1 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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