Unclaimed
Benjamin Dale Schlueter is a financial advisor with Raymond James Financial Services Advisors, Inc. Benjamin Schlueter has 21 years of experience in the financial services industry. Benjamin Schlueter is registered with FINRA and the state of Indiana and holds the Series 66, Series 7 and SIE licenses. Benjamin Schlueter specializes in providing financial planning and investment advice to individuals, families, and businesses. Benjamin Schlueter also provides financial planning and investment advice to corporations, trusts, estates, and retirement plans. In addition to their work at Raymond James Financial Services Advisors, Inc., Benjamin Schlueter is also the Treasurer and CEO of Schlueter, Inc. which owns Brusters Real Ice Cream.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IN
02/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Fort Wayne IN)
CA
06/27/2019 - 10/15/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
IN
12/02/2005 - 10/13/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (FISHERS IN)
MN
02/18/2005 - 10/24/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/18/2005 - 10/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
11/17/2003 - 01/31/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
07/09/2003 - 10/16/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
10/17/2002 - 06/18/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
10/18/2001 - 08/16/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2001 - 08/16/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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