Ben LeistikowCRD Number: 6207097
Current Firm: Ubs Financial Services Inc.
I believe that the best results are accomplished by starting with your personalized financial plan that we can agree upon together. For you, my team & I provide goal-based advice that’s aligns your financial goals to an investment strategy within the framework of a boutique family office (see our model below). Leveraging the broad array of resources at UBS, we act as investment consultants by selecting appropriate managers to meet your objectives with the backing of our global research team, leveraging the expertise of UBS investment professionals providing buy-side research on behalf of our clients globally.
Prior to joining the Randolph Wealth Management Partners, I was selected to be part of a 2 year apprenticeship program that could really be categorized as a "Masters in Financial Planning." I worked as a financial planning consultant to all Minnesota UBS financial advisors and their clients providing unbiased, product neutral advice around the design & implementation of financial planning strategies. Over that time, I advised on over 300+ financial plans. I increasingly came to work with select high performing teams in MN, which ultimately led me to join the Randolph Wealth Management Partners.
I graduated from Bethel University & live in Minneapolis, where I practice hot yoga & I enjoy biking around the lakes. My other endeavors include student mentoring, wilderness trips, & involvement in 2 businesses I've started – a content platform for aspiring entrepreneurs & the other a mobile app that helps you find new people that are near you.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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