BB
CFP
BB
CFP

Benjamin Beuning

6 Years of Experience
Plymouth, MN
BrokerSells Insurance

Benjamin Beuning is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MN, with 6 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Plymouth, MN

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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 offers equity index or fixed annuities to clients and is a financial advisor for RGW Wealth Management, LLC, where he dedicates nearly full-time hours to marketing and client-related activities. He also implements fixed index annuities when suitable for clients.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
May 2020 - September 2025 · 5 yrs 4 mos
Avantax Investment Services, INC.Broker
February 2020 - September 2025 · 5 yrs 7 mos
State Registrations8 states
CAIAMNMOOHTNTXUT
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.