Benjamin Gibson (CRD# 7583604) is an Investment Advisor Representative working at La Crosse Financial Planning Inc. in La Crosse, WI and has 1 year of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| La Crosse Financial Planning | La Crosse, WI | May 2022 - Current | 2 |
| Unemployed | La Crosse, WI | Jun 2021 - May 2022 | < 1 |
| Viterbo University | La Crosse, WI | Aug 2020 - Jun 2021 | < 1 |
| Viterbo University | La Crosse, WI | Aug 2017 - Aug 2020 | 3 |
| Somerby Golf Club | Byron, MN | May 2015 - Aug 2017 | 2 |
| Unemployed | Byron, MN | May 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- MN
- WI
-
Total Assets Under Management40MILLIONS
-
Total Number of Accounts430ACCOUNTS
-
Average Account Value$93,488
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MN, WI
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