AdFi
BJ

Benjamin J Malick

Investment Adviser Representative at BRIGHT PORTFOLIOS, LLC

Lee's Summit, MOCRD #5582004Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Missouri
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/16/2008
Series 7
General Securities Representative Examination
Passed 10/2/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Diversified Equity and Diversified Fixed Income models (low)0.15%
Diversified Equity and Diversified Fixed Income models (high)0.30%
Focused Equity and Fixed Income Ladder SMAs (low)0.35%
Focused Equity and Fixed Income Ladder SMAs (high)0.50%
Source

Bright Portfolios, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BRIGHT PORTFOLIOS, LLCCurrent
9/18/2017Lee's Summit, MO
WISE WEALTH, LLC
2/14/20183/5/2025Lee's Summit, MO
THREE NINE FINANCIAL
5/18/20165/3/2019Grain Valley, MO
INSPIRE
2/10/20174/6/2017Blue Springs, MO
MITCHELL CAPITAL MANAGEMENT CO
8/25/20144/15/2016Leawood, KS
PRIMEVEST FINANCIAL SERVICES, INC.
1/20/20108/11/2010Independence, MO
EDWARD JONES
10/17/20081/7/2010Oak Grove, MO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin J Malick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Benjamin J Malick - Financial Advisor in Lee's Summit, MO | AdvisorFinder