Ben TaatjesCRD Number: 4584808
Current Firm: H.d. Vest Advisory Services, Inc.
Ben Taatjes (CRD# 4584808) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Willmar, MN and has over 14 years of experience in the finance industry.
Sagepoint Financial, Inc.
Sutterfield Financial Group, Inc.
Ameriprise Financial Services, Inc.
|Total Financial Solutions, Inc. Dba Taatjes Financial Group||Willmar, MN||Jan 2006 - Current||11|
|H.d. Vest Advisory Services||Clara City, MN||Jun 2004 - Current||13|
|H.d. Vest Investment Services||Clara City, MN||Sep 2002 - Current||14|
|Grussing, Bonnema, & Wrede Cpas Pllp||Clara City, MN||Aug 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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