Benjamin Birk is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bloomington, MN, with 24 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5601 Green Valley Drive, Suite 630 6th Fl, Bloomington, MN, 55437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Benjamin has 50% ownership in Birk and Lee Wealth Management Inc. and spends minimal time on it. He is also an audit/finance committee member at Midland Hills Country Club, dedicating minimal time to attending meetings and making recommendations.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Walnut Street Securities, INC.Broker
State Registrations32 states
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
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