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Benjamin Linzy Waples

21 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
71 advisors
Number of Clients
2,712 clients
Average Client Portfolio
$863K average
Assets Under Management
$2.3B

Fee Structure

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Location

110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin is involved in retirement plan sales and financial planning/asset management through AdvisorNet and AdvisorNet Wealth Partners. These activities take up nearly full-time hours.

Employment History
Current Registrations
Advisornet Wealth Partners
August 2023 - Present · 2 yrs 6 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 6 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Principal Securities, INC.
October 2014 - August 2023 · 8 yrs 10 mos
Principal Funds Distributor, INC.Broker
February 2011 - October 2012 · 1 yr 8 mos
Principal Securities, INC.Broker
June 2005 - August 2023 · 18 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2004 - March 2005 · 1 yr
State Registrations12 states
IAILINMEMNNCNDNJPASDTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.