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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin James Jaeger is an investment advisor representative with CliftonLarsonAllen Wealth Advisors, LLC, who has been working in the financial services industry since 2019. Benjamin holds Series 7, Series 66 and SIE licenses. Benjamin is registered with the Financial Industry Regulatory Authority (FINRA) and is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Benjamin is also registered to provide investment advisory services in 50 states and the District of Columbia. Benjamin's background includes experience with Huberty Wealth Management, Huberty & Associates S.C., Cetera Financial Specialists LLC, and Cetera Investment Advisers LLC. Benjamin has been employed with CliftonLarsonAllen Wealth Advisors, LLC since 2022. Benjamin provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
05/06/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Appleton WI)
WI
12/09/2019 - 02/26/2021
CETERA FINANCIAL SPECIALISTS LLC (FOND DU LAC WI)
BOTH
Issued 01/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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