Benjamin
Beuning
Avantax Advisory Services
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About this Advisor
Benjamin Beuning is a financial advisor based in Minneapolis, Minnesota, working with Avantax Advisory Services. Benjamin has previously held positions at New London - Spicer Independent, Dahmes Stainless, Inc, Saint John's University, Green Lake Hospitality, Inc, Gerhardson Warner & Wehmhoff CPAs, RGW Wealth Management, LLC, Avantax Investment Services, Inc, and Avantax Advisory Services. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Benjamin is part of Avantax Advisory Services, which operates out of Minneapolis, Minnesota. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Benjamin Beuning Work History
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
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
Danville, CA
Champlin, MN
Coppell, TX
Midland, TX
Coppell, TX
Coppell, TX
Makawao, HI
Lomita, CA
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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