Benjamin
Thorson

The Wealth Group - Austin B. Colby & Associates

CRD#7075725
Investment Advisor
in Eden Prairie, MN

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About this Advisor

Benjamin Thorson is a financial advisor who works out of Eden Prairie, Minnesota who has 2 years of industry experience. Thorson currently works for The Wealth Group - Austin B. Colby & Associates. Over the course of their career, Thorson has held roles at Raymond James Financial Services, Inc, Ch Robinson, North Central University, Raymond James Financial Services Advisors Inc and The Wealth Group - Austin B. Colby & Associates. Thorson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Minnesota. The Wealth Group - Austin B. Colby & Associates is a financial advisory company based in Eden Prairie, MN. The firm has a total of 10 employees. It has $363 million in total assets across its 1,887 client accounts, placing it among the bigger firms in the country by assets under management. Of its 1,887 customer accounts, 33% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The Wealth Group - Austin B. Colby & Associates offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by The Wealth Group - Austin B. Colby & Associates can include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14850 Scenic Heights Road Suite #100
Eden Prairie, MN 55344

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The Wealth Group - Austin B. Colby & Associates Brokerage Details

Total Assets Under Management

$363,140,854

MN Average: $5,289,111,388
Total Number of Employees

10

MN Average: 157
Total Number of Accounts

1,887

MN Average: 8,262
Average Account Size

$192,443

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Benjamin Thorson Work History

Benjamin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Wealth Group - Austin B. Colby & Associates

2019 - 2019 (< 1 year)

Raymond James Financial Services, Inc

2019 - 2021 (2 years)

Raymond James Financial Services, Inc

2019 - 2021 (2 years)

Raymond James Financial Services Advisors Inc

2016 - 2019 (3 years)

Ch Robinson

2013 - 2016 (3 years)

North Central University

2010 - 2015 (5 years)

North Central University

*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 Thorson 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 The Wealth Group - Austin B. Colby & Associates

Michael Earl
Eden Prairie, MN
Jaron Kissner
Eden Prairie, MN
Paige Knier
Eden Prairie, MN
Benjamin Thorson
Eden Prairie, MN
Jamy Antoine
Eden Prairie, MN
Daniel Johnson
Eden Prairie, MN
Adam Colby
Franklin, TN
Austin Colby
Franklin, TN

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.

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