Benjamin
Holzhauser

Five Pine Wealth

CRD#6166950
Investment Advisor
in Coeur D Alene, ID

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About this Advisor

Benjamin Holzhauser is a financial advisor based in Coeur D Alene, Idaho, working with Five Pine Wealth. Benjamin has previously held positions at MVP Realty Advisors, MVP American Securities, Centaurus Financial, Inc, Triton Pacific Securities, MVP Reit II, and Five Pine Wealth. Benjamin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho and Texas. Currently, Benjamin is part of Five Pine Wealth, which operates out of Coeur D Alene, Idaho. The firm has 5 employees and manages assets totaling $112.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Five Pine Wealth includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

250 Northwest Blvd. Suite 111
Coeur D Alene, ID 83814

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Five Pine Wealth Brokerage Details

Total Assets Under Management

$112,209,781

ID Average: $655,107,610
Total Number of Employees

5

ID Average: 12
Total Number of Accounts

350

ID Average: 770
Average Account Size

$320,599

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Benjamin Holzhauser Work History

2021 - Present (3 years)

Five Pine Wealth

2017 - 2022 (5 years)

Centaurus Financial, Inc

2017 - 2017 (< 1 year)

Mvp Reit Ii

2016 - 2017 (1 year)

Triton Pacific Securities

2014 - 2016 (2 years)

Mvp American Securities

2013 - 2015 (2 years)

Mvp Realty Advisors

Disclosures

Please visit the SEC profile of Benjamin Holzhauser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Five Pine Wealth

Benjamin Holzhauser
Coeur D Alene, ID
Hunter Schertz
Coeur D Alene, ID
Jeremy Morris
Coeur D Alene, ID

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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