Benjamin Bartelt, financial advisor Albert Lea MN

Benjamin Bartelt

CRD Number: 5356437
Current Firm: State Farm Investment Management Corp.

Benjamin Bartelt (CRD# 5356437) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albert Lea, MN and has over 8 years of experience in the finance industry.

Similar Advisors
Bradley Arends, financial advisor Albert Lea MN
Bradley K. Arends
CRD# 1306576
Intellicents Investment Solutions Inc.
Similar Advisors
David Arndt, financial advisor Albert Lea MN
David K. Arndt
CRD# 4433085
Intellicents Investment Solutions Inc.
Similar Advisors
Nicholas Austin, financial advisor Albert Lea MN
Nicholas E. Austin
CRD# 5853221
Intellicents Investment Solutions Inc.
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Albert Lea, MN Aug 2022 - Current 1
Ben Bartelt Insurance Agency Albert Lea, MN Jul 2016 - Current 7
State Farm Vp Management Corp Albert Lea, MN Apr 2016 - Current 8
State Farm Investment Management Corp Albert Lea, MN Aug 2018 - Jun 2019 < 1
State Farm Insurance Albert Lea, MN Apr 2016 - Jun 2016 < 1
State Farm Vp Management Corp. Stewartville, MN Nov 2015 - Apr 2016 < 1
State Farm Insurance Stewartville, MN Oct 2015 - Apr 2016 < 1
Schoolizon Rochester, MN Jul 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
Contact Info for Benjamin J. Bartelt
Phone Number: 800-447-0740
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.