Benjamin Beuning is a CFP-designated registered investment advisor, based in Plymouth, MN, with 6 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
9800 Shelard Parkway, Ste 330, Plymouth, MN, 55441
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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.
Learn about disclosures →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
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 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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