Ben Schaefer

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 an 11-year winner (2017-2023) of the FIVE STAR Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.* 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.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*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 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/14/16. Awarded 12/01/17 for the period of 2/23/17 - 10/13/17. Awarded 12/01/18 for the period of 3/23/18 - 10/23/18. Awarded 12/01/19 for the period of 3/01/19 - 10/25/19. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 3/29/21 - 10/08/21. Awarded 12/01/22 for the period of 3/14/22 - 10/18/22.