Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Buehler is a financial advisor with Ascensus Investment Advisors, LLC. Benjamin has been in the industry since 2015 and is registered with the state of Massachusetts as an Investment Advisor Representative. Previously, Benjamin was a financial advisor with Liberty Partners Financial Services, LLC and Securian Financial Services, Inc. Benjamin holds the Series 7 and Series 66 licenses.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
03/01/2022 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
NC
08/18/2021 - 01/25/2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
MN
12/12/2018 - 08/03/2021
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
WI
06/24/2015 - 12/11/2018
LPL FINANCIAL LLC (MENOMONIE WI)
BOTH
Issued 09/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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