Unclaimed
Benjamin M Johnson is a financial advisor in Edina, MN. Benjamin has been in the industry for over 27 years, working for several firms including J.W. Cole Financial, Inc. and Financial Advisers of America, LLC. Benjamin currently works at Tradition Wealth Management LLC and is registered as a broker and investment advisor in multiple states. Benjamin holds the Series 7, Series 63 and SIE licenses and offers a variety of services, including financial planning, pension consulting, and portfolio management. Benjamin is a strong proponent of 1031 exchanges and often provides consulting on this topic.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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
MN
04/06/2023 - Present
Tradition Wealth Management LLC (EDINA MN)
MN
05/10/2013 - 03/21/2023
J.W. COLE FINANCIAL, INC. (WAYZATA MN)
MN
09/01/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (WAYZATA MN)
MN
03/31/1999 - 08/31/2009
MUTUAL SERVICE CORPORATION (WAYZATA MN)
CA
09/01/1995 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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