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Benjamin Wada

25 Years of Experience
Plymouth, MN
BrokerSells Insurance

Benjamin Wada is a registered investment advisor, based in Plymouth, MN, with 25 years of industry experience.

Location

505 N Highway 169, Suite 900, Plymouth, MN, 55441

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Benjamin is an agent for non-variable insurance through SB Group, Inc., dedicating a few hours per week. He also works with Householder Group Estate and Retirement Specialists and Wealth Enhancement Group, both DBAs for his LPL business, and provides investment advisory services through Wealth Enhancement Advisory Services, spending nearly full-time hours on the latter.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Wealth Enhancement Advisory Services, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Householder Group Estate & Retirement Specialists
March 2017 - November 2024 · 7 yrs 8 mos
LPL Financial LLCBroker
May 2015 - June 2025 · 10 yrs 1 mo
LPL Financial LLC
August 2013 - April 2015 · 1 yr 8 mos
LPL Financial LLCBroker
August 2013 - April 2015 · 1 yr 8 mos
Ameriprise Financial Services, INC.
April 2009 - June 2013 · 4 yrs 2 mos
Ameriprise Financial Services, INC.Broker
November 2000 - June 2013 · 12 yrs 7 mos
Ids Life Insurance CompanyBroker
November 2000 - July 2006 · 5 yrs 8 mos
American Express Financial Advisors INC.Broker
January 2000 - July 2000 · 6 mos
Ids Life Insurance CompanyBroker
January 2000 - July 2000 · 6 mos
State Registrations23 states
AZCACODEFLGAHIIDINKSKYNCNJNVNYOHORSCTXUTVAWAWY
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.
Benjamin Wada - Financial Advisor | TrueAdvisor