Experience: Ben is a Financial Advisor experienced in the areas of investment management and retirement planning. He works closely with clients to develop a plan that will help reach their long-term goals with the least possible stress along the way. He builds broadly diversified portfolios using money managers with a consistent track record of out-performance over time. He strives to keep risk at an acceptable level through periodic portfolio rebalancing and sticking to disciplined asset allocation strategies. As President and co-founder of Investment Advisors, Inc, his clientele consists of both individual, small business and institutional clients.
Ben holds Series 6 FINRA, Investment Companies (Mutual Funds) Representative, Series 7 FINRA, General Securities Representative (Financial Consultant, Stockbroker), Series 24 FINRA, General Securities Principal registration (Broker dealer supervisory responsibilities), Series 51 FINRA, Municipal Fund Securities Limited Principal, Series 53 FINRA, Municipal Securities Principal, Series 63, Uniform State Law, and Series 65, Uniform Investment Advisers Law Exam (Registered Investment Advisor) licenses. He earned the Chartered Retirement Planning Counselor Designation (CRPC) from the College for Financial Planning, Denver, CO. He is also licensed to provide traditional life insurance and annuities. All securities registrations are held through Ameritas Investment Corp. (Member FINRA/SIPC)
About: A graduate of Midland Lutheran College with a Bachelor of Arts Degree in marketing and business administration, Ben is active in the community and has served on the Executive Board of Directors of the Fremont YMCA and of the Greater Fremont Development Council. Living in Fremont with his wife Dianne, they have two children, Scott and Katie and three grandchildren Jack, Lindy and Rowan. He enjoys fly fishing in the summer and pursuing hunting activities in the fall.