Benjamin Holte, financial advisor Norwalk CT

Benjamin Holte

CRD Number: 6406689
Current Firm: Northwestern Mutual Investment Services,llc

Benjamin Holte (CRD# 6406689) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Norwalk, CT and has over 5 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Norwalk CT
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Adam Morgan, financial advisor Norwalk CT
Adam C. Morgan
CRD# 5473273
American Portfolios Advisors, Inc.
Similar Advisors
Francis Abanga, financial advisor Norwalk CT
Francis A. Abanga
CRD# 5430296
Citigroup Global Markets Inc.
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2019 - Current 2
Matthew Greene Norwalk, CT Oct 2018 - Current 3
Northwestern Mutual Investment Services LLC Norwalk, CT Oct 2018 - Current 3
Mml Investor Services Stamford, CT Nov 2017 - Oct 2018 < 1
Mml Insurance Company Shelton, CT Oct 2017 - Oct 2018 1
Northwestern Mutual Investment Services LLC Stamford, CT Jun 2016 - Oct 2017 1
J Philip Bender Stamford, CT Aug 2015 - Oct 2017 2
Student Stamford, CT Aug 2012 - Dec 2016 4
J Philip Bender Stamford, CT Sep 2014 - Aug 2015 < 1
Apollo International At Purdue Pharma Stamford, CT Nov 2011 - Nov 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2016
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Benjamin R. Holte
Phone Number: 866-664-7737
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
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

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.