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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 William Kautz is a financial advisor registered with Mercer Global Advisors Inc. Benjamin has been a registered advisor since July 2014 and specializes in providing a variety of financial services to individuals and businesses. Benjamin is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed in California, Illinois, Michigan, Minnesota, Ohio and Wisconsin. Benjamin has over 9 years of experience in the financial services industry.
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.
Trust services, estate planning, tax return preparation, consultation
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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WI
01/06/2024 - Present
Mercer Global Advisors Inc. (Onalaska WI)
Active
Inactive
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