Benjamin Achenbach, financial advisor Prairie Du Chien WI

Benjamin Achenbach

CRD Number: 7335511
Current Firm: State Farm Investment Management Corp.

Benjamin Achenbach (CRD# 7335511) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Prairie Du Chien, WI and has over 2 years of experience in the finance industry.

Similar Advisors
Michael Alexander, financial advisor Prairie Du Chien WI
Michael T. Alexander
CRD# 5494235
Edward Jones
Similar Advisors
Robert Bird, financial advisor Prairie Du Chien WI
Robert W. Bird
CRD# 5921168
Ameriprise Financial Services, LLC
Similar Advisors
Jeffrey Clausen, financial advisor Prairie Du Chien WI
Jeffrey J. Clausen
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 2
State Farm Vp Management Corp. Prairie Du Chien, WI Feb 2021 - Current 3
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
Contact Info for Benjamin D. Achenbach
Phone Number: 800-447-0740
Registered State(s):
  • IL
  • IA
  • WI
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.