CFP®, Series 6, 7 & 63 Securities Registrations,1 Series 65 Advisory Registration, † Insurance License
In 1996, after graduating from Gustavus Adolphus College with a bachelor’s degree in Financial Economics, Ben started his career as a financial advisor in Minneapolis. In 2000, he started working with Wealth Enhancement Group. Ben has spent his time in various roles—as a key member of Bruce Helmer’s team, an Investment Manager and a CERTIFIED FINANCIAL PLANNER™ professional. In 2009, he launched his own team in Plymouth. Ben believes that to help ensure the success of the client, it is essential to plan for life’s uncertainties, while keeping the client’s goals and values central to the financial planning process.
He is a 10-year winner (2012-2021) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.2
He and his wife Lindsey live in Chaska with their three daughters. In his spare time, Ben enjoys an occasional round of golf and spending time with his family and friends.
The Schaefer Financial Advisory team is located in our Plymouth, MN office.
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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, 2019, 2020 or 2021 FIVE STAR Wealth Managers.