Ben Taatjes, financial advisor Willmar MN

Ben Taatjes

CRD Number: 4584808
Current Firm: Avantax Advisory Services

Ben Taatjes (CRD# 4584808) is an Investment Advisor Representative working at Avantax Advisory Services in Willmar, MN and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bmt Holdings, LLC Willmar, MN Jan 2015 - Current 9
Total Financial Solutions, Inc. Dba Taatjes Financial Group Willmar, MN Jan 2006 - Current 18
Total Financial Solutions, Inc. Clara City, MN Jan 2006 - Current 18
Avantax Advisory Services Clara City, MN Jun 2004 - Current 19
Avantax Invesment Services, Inc. Clara City, MN Sep 2002 - Current 21
Grussing, Bonnema, & Wrede Cpas Pllp Clara City, MN Aug 2002 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Ben E. Taatjes
Phone Number: 972-870-6000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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