BS
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Benjamin Schlueter

23 Years of Experience
Fort Wayne, IN
BrokerSells Insurance

Benjamin Schlueter is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

10211 Auburn Park Drive, Fort Wayne, IN, 46825

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Benjamin works as a financial advisor for Reynolds Wealth Management, representing financial products and services, financial planning, wealth management, brokerage services, and insurance, taking about half of his time. He also serves as an officer (Treasurer and CEO) for Schlueter INC / Brusters Real Ice Cream Fishers, a family-owned ice cream shop, dedicating about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.
March 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Franklin Templeton Financial Services CORP.Broker
June 2019 - October 2020 · 1 yr 4 mos
Franklin/templeton Distributors, INC.Broker
December 2005 - October 2020 · 14 yrs 10 mos
Ameriprise Financial Services, INC.
February 2005 - October 2005 · 8 mos
Ameriprise Financial Services, INC.Broker
February 2005 - October 2005 · 8 mos
Ids Life Insurance CompanyBroker
February 2005 - October 2005 · 8 mos
The Huntington Investment CompanyBroker
November 2003 - January 2005 · 1 yr 2 mos
Natcity Investments, INC.Broker
July 2003 - October 2003 · 3 mos
Natcity Investments, INC.
July 2003 - October 2003 · 3 mos
Banc One Securities Corporation
October 2002 - June 2003 · 8 mos
Banc One Securities CorporationBroker
October 2002 - June 2003 · 8 mos
American Express Financial Advisors, INC.
November 2001 - August 2002 · 9 mos
Ids Life Insurance CompanyBroker
October 2001 - August 2002 · 10 mos
American Express Financial Advisors INC.Broker
October 2001 - August 2002 · 10 mos
State Registrations23 states
AKALARAZCACOCTFLGAILINKYMDMIMNNCNHOHSCTXVAWAWI
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 Schlueter - Financial Advisor | TrueAdvisor