Benjamin Achenbach (CRD# 7335511) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Prairie Du Chien, WI and has 1 year of experience in the finance industry.
CRD# 5494235
Edward Jones
CRD# 5921168
Ameriprise Financial Services, LLC
CRD# 4458587
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ben Achenbach Insurance Agency | Prairie Du Chien, WI | Aug 2022 - Current | 1 |
| State Farm Investment Management Corp | Prairie Du Chien, WI | Mar 2022 - Current | 1 |
| State Farm Vp Management Corp. | Prairie Du Chien, WI | Feb 2021 - Current | 2 |
| State Farm Insurance | Prairie Du Chien, WI | Feb 2022 - Jul 2022 | < 1 |
| Dean Achenbach Insurance Agency | Prairie Du Chien, WI | Dec 2019 - Feb 2022 | 2 |
| Denton Achenbach Insurance Agency | Ellsworth, WI | Oct 2014 - Feb 2022 | 7 |
| Common Man Tap & Table | Ellsworth, WI | Jul 2014 - Sep 2014 | < 1 |
| Unemployed | Ellsworth, WI | Feb 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- IL
- IA
- WI
-
Total Assets Under Management9,289MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,322,169,176
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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
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.