Benjamin Birk is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bloomington, MN, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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.
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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 Registrations30 states
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