Benjamin Weerts

CLTC®, FIC, RICP®

Financial Advisor

State(s) Licensed:   AZ, FL, MN, ND, TX, WI

Phone 218-999-4649
Address

102 NE 3rd Street Suite 130
Grand Rapids, MN 55744

Benjamin Weerts

State(s) Licensed:   AZ, FL, MN, ND, TX, WI

What to Expect when Meeting with us

Two of my core values are my Faith and my Family, which I carry into my Financial Advising practice. Expect the following three things when meeting with us:


1)     We are going to take the time to listen to you and get to know you and your family.

-         Financial Planning is very personal and requires special attention


2)     We are going to ask questions and ask you to provide a complete picture of where you are financially and personally.

-         It’s imperative that we are thorough and understand all the moving parts to help provide you with the best advice possible


3)     Fun and laughter. We believe that working through your finances does not need to be rigid and boring. We will have serious conversations however we will also be having fun!


Our practice specializes in working with the following clients:


1)     Individuals and couples who are within 10-15 years of retirement and are seeking a relationship with an Advisor and team that will guide through the intricacies of planning for educating your children, caring for aging parents and solidifying your own retirement plan.


2)     Those who are already retired desire a relationship with an Advisor and Team to guide them through their retirement years!


3)     Business Owners wanting guidance for themselves, their business and employees.


We look forward to meeting you soon!

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

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Grand Rapids Office

Phone:
218-999-4649
Mobile:
218-244-9210

Hours

M – F: 9 a.m. – 5 p.m.

International Falls Office

Phone:
218-999-4649

Hours

M – F: 9 a.m. – 5 p.m.