MPAS®, CFP®, Series 7 & 24 Securities Registrations,1 Series 66 Advisory Registration, Life and Health Insurance License
Ben leads our national wealth management team, focusing on high-net-worth families with complex needs. He has been in the financial services industry for over 15 years and has experience working at one of the largest international banking and financial services firms in the country. Ben’s background in investment finance, tax planning, strategic wealth management and values-based family planning gives his clients confidence that they truly have a trusted advisory team working in their best interests. During his time with Wealth Enhancement Group, he has held several managerial, technical and advisory roles. An active participant in our team culture, he has been a member of several committees, including the investment and product committees and the advisory council.
A CERTIFIED FINANCIAL PLANNER™ professional and a Master Planner of Advanced Studies℠, Ben is well-educated about the topics highly compensated and high-net-worth individuals face, and his understanding of how to integrate family values helps his clients tie together their financial decisions with their value systems. He has a Bachelor of Science in Business from the University of Minnesota Carlson School of Management and a Master’s Degree in Personal Financial Planning from the College for Financial Planning in Denver. He is also a 2013-2019 winner of the “FIVE STAR Wealth Manager” as noted in Mpls. St.Paul Magazine and Twin Cities Business magazine.2
Ben currently lives in Golden Valley, MN with his wife and three kids. He is a troop leader with the Boy Scouts of America and volunteers for several other non-profit organizations. An avid outdoorsman, Ben enjoys mountain biking, canoeing and kayaking in his spare time.
The Ben Hess Financial Advisory team serves clients nationwide and is located in our Plymouth, MN headquarters.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.