Benjamin A. Linser

FAMILY WEALTH ADVISORY GROUP

Cincinnati, OH 45249

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CRD#: 4104588

Professional summary

Benjamin Adam Linser, CFP®, who also goes by Ben A. Linser, is a registered financial advisor currently at FAMILY WEALTH ADVISORY GROUP, LLC located in Cincinnati, Ohio.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Benjamin has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben A. Linser

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Adam Linser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

October 20, 2017 - Present

FAMILY WEALTH ADVISORY GROUP, LLC

Office #1: 7359 East Kemper Road Suite A, Cincinnati, OH 45249

RIA

CRD#: 130595

Cincinnati, OH

Past

September 3, 2004 - July 26, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

COVINGTON, KY

Past

August 9, 2004 - July 25, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

COVINGTON, KY

Past

January 2, 2004 - June 23, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

November 16, 2000 - March 20, 2003

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

January 12, 2000 - September 26, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 12, 2000 - September 26, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAMILY WEALTH ADVISORY GROUP, LLC

CRD#: 130595 / SEC#: 801-62921

RIA

Registered Investment Advisory firm - (3/23/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/20/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/5/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/14/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/25/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/10/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/23/2006

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/7/2006

General Securities Sales Supervisor - Options Module Examination

Current Firm

FAMILY WEALTH ADVISORY GROUP, LLC

CRD#: 130595 / SEC#: 801-62921

RIA

Registered Investment Advisory firm - (3/23/2004 Approved)

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Contact information

Main Address

7359 East Kemper Road Suite A, Cincinnati, OH 45249

Mailing Address

Phone number

(513) 469-8100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 03 FIRM BROCHURE - FORM ADV PART 2A & 2B (3/18/2025)

Regulatory assets under management

Total Number of Accounts	829
AUM (Assets Under Management)	$ 334,678,298

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/25/2025	Cover Page	Report
01/22/2025	Cover Page	Report
07/17/2023	Cover Page	Report
10/06/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Benjamin A. Linser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Adam Linser's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

FIDELITY BROKERAGE SERVICES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FAMILY WEALTH ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2000

Series 63

Date: 1/14/2000

SIE

Date: 7/25/2017

Series 7

Date: 1/10/2000

Series 10

Date: 8/23/2006

Series 9

Date: 8/7/2006

Current Firm

FAMILY WEALTH ADVISORY GROUP, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAMILY WEALTH ADVISORY GROUP, LLC

TRUST BUT VERIFY

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