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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 John Schaefer is a financial advisor with over 20 years of experience in the financial services industry. Schaefer is a Certified Financial Planner™ professional with a Series 7, Series 63, and Series 65 licenses. He is currently registered with Wealth Enhancement Advisory Services, LLC and is also a registered investment advisor in Minnesota. Schaefer previously worked with SII INVESTMENTS, INC., FSC SECURITIES CORPORATION, and LUTHERAN BROTHERHOOD SECURITIES CORP. in various capacities. He provides financial planning services to individuals and families, including retirement planning, college savings, and estate planning. Schaefer specializes in financial planning for high net worth individuals and families, and he has a strong track record of success in helping his clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
01/07/2014 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
12/19/2001 - 02/09/2007
SII INVESTMENTS, INC. (WAYZATA MN)
GA
11/30/2000 - 12/20/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
09/01/1999 - 10/12/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
08/20/1996 - 03/29/1999
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 07/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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