BW
ChFC
BW
ChFC

Benjamin Wedell

34 Years of Experience
Forest Lake, MN
2 DisclosuresBrokerSells Insurance

Benjamin Wedell is a ChFC-designated registered investment advisor at Thrivent Investment Management INC., based in Forest Lake, MN, with 34 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Retirement Planning. Their firm serves 77,792 clients with $17B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3110 advisors
Number of Clients
77,792 clients
Average Client Portfolio
$225K average
Assets Under Management
$17.5B

Fee Structure

Minimum Investment:$25K

Thrivent Investment Management offers several managed account programs, each with different investment options and strategies. The fees for these programs are based on a percentage of the assets in your account and are negotiable. The specific fee will depend on the program you choose, the assets in your account, and the complexity of your financial situation. Some programs may also have additional fees for tax overlay services or private wealth consulting. The fees are deducted from your account quarterly.

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Location

24078 Greenway Rd, Ste 1A, Forest Lake, MN, 55025

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2016
Denied
Customer Dispute
July 2004
Closed-No Action
Other Business ActivitiesSells Insurance

Benjamin is an agent for BCBS, selling health insurance, and spends minimal time on this activity. Benjamin also owns a farm producing agricultural products, dedicating a few hours per week to this endeavor.

Employment History
Current Registrations
Thrivent Investment Management INC.
November 2013 - Present · 12 yrs 6 mos
Thrivent Investment Management INC.Broker
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Lutheran Brotherhood Securities CORP.Broker
February 1992 - July 2002 · 10 yrs 5 mos
State Registrations7 states
AZFLKSMEMNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.