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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 Michael Thiele is a financial advisor with The Colony Group, LLC, specializing in providing a range of services to individuals, families, and businesses. Benjamin has a background in financial services, having previously worked at Morgan Stanley and TD Ameritrade. Benjamin is a Certified Financial Planner, and holds a variety of licenses and certifications to support clients' financial goals. Benjamin also has a strong understanding of the investment industry, having successfully passed several industry exams. Benjamin is committed to providing personalized financial advice and guidance to help 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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 calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
NE
08/16/2024 - Present
THE Colony Group, LLC (LINCOLN NE)
NE
03/09/2020 - 02/18/2022
MORGAN STANLEY (LINCOLN NE)
NE
04/18/2019 - 02/11/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
06/26/2017 - 04/25/2019
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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