Benjamin
Beuning
Avantax Advisory Services
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About this Advisor
Benjamin Beuning is a financial advisor operating out of Minneapolis, Minnesota who has 3 years of relevant experience. Beuning currently works for Avantax Advisory Services. Throughout their career, they have worked at New London - Spicer Independent, Dahmes Stainless, Inc, Saint John'S University, Green Lake Hospitality, Inc, Gerhardson Warner & Wehmhoff Cpas, Rgw Wealth Management, LLC, New London - Spicer High School, Avantax Investment Services, Inc and Avantax Advisory Services. Beuning has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota. Avantax Advisory Services is a financial advisory business operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It controls $31 billion in total assets between its 123,393 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 123,393 accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees usually depend on the financial services offered. Fees billed by Avantax Advisory Services can consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Benjamin Beuning Work History
Benjamin has been registered as a financial advisor for 3 years.*
Avantax Investment Services, Inc
Avantax Advisory Services
Rgw Wealth Management, LLC
Green Lake Hospitality, Inc
Gerhardson Warner & Wehmhoff Cpas
Dahmes Stainless, Inc
Saint John'S University
New London - Spicer Independent
Saint John'S University
New London - Spicer High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Beuning 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 Avantax Advisory Services
Spring Hill, TN
Atlanta, GA
Irving, TX
Chandler, AZ
Coppell, TX
Pasadena, CA
Pine River, MN
Duluth, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
