BT
Ben E. Taatjes
CETERA INVESTMENT ADVISERS LLC
WILLMAR, MN 56201
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CRD#: 4584808
BT
Professional summary
Ben Ervin Taatjes is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Willmar, Minnesota and CETERA WEALTH SERVICES, LLC located in Willmar, Minnesota.
Ben is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Ben has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Dave Ramsey Endorsed Local Provider (ELP) - LTC~'NIR'~1104 19th Ave SW~Willmar~MN~56201~Insurance Agent~Other~1/1/2009~5hrs~5hrs~Analyze clients needs for LTC insurance and quote LTC insurance 2) Total Financial Solutions, Inc~'IR'~22 East Center Ave~Clara City~MN~56222~Other~Owner~1/1/2006~80hrs~80hrs~President/owner of Total Financial Solutions dba Taatjes Financial Group. TFG is a financial planning business 3) Repurposed: The Untold Story of Retirement in Amer~'NIR'~1104 19th Ave SW~Willmar~MN~56201~Other~Owner/Sole Proprietor~1/1/2017~10hrs~5hrs~Public speaking , book promotion 5) BMT Holdings, LLC~'NIR'~1104 19th Ave SW~Willmar~MN~56201~Rental Property~Owner~1/1/2015~2hrs~2hrs~owner of the BMT Holdings, LLC. Manage and make all financial decisions associated with the property 6) CMCS Foundation~'NIR'~204 School Street~Prinsburg~MN~56281~Board Position/Officer~Other~5/13/2020~5hrs~1hrs~ Treasurer ;I have to compile and summarize annual numbers, meet with board members 7) BONNEMA, MOLDEN, & WREDE CPA'S POSITION: Office Sharing arrangement NATURE: Taatjes Financial Group rents office space from the CPA firm of Bonnema, Molden, and Wrede. INV RELATED: Yes NUMBER OF HRS: 5 SEC TRDNG HRS: 5 START DATE: 01/01/2006 ADDR: 107 South Main, Clara City MN 56288, United States DESC: Taatjes Financial Group rents office space from the CPA firm of Bonnema, Molden, and Wrede. Only share rental space 8) REPURPOSED UNIVERSITY POS: Owner/Creator NATURE: Sale information to help retirees live a more purposeful retirement. INV RELATED: No NUMBER OF HRS: 1 SEC TRDNG HRS: 1 START DATE: 09/01/2021 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: Content was previously created, no ongoing work involved except for promotion if necessary. 9) RETIRE REPURPOSED, LLC POS: Owner NATURE: I co-create podcast content and record podcasts that help retiree's find more purpose and meaning in retirement. Topics of conversation are non investment related and include ways for retirees to better use their time and abilities in retirement. I also offer to coach retiree's on the same ideas we discuss on the podcast. We offer a $10,000 (payable in two $5,000 installments or $9,000 one time if they pay it all upfront) coaching program to help motivate and inspire retiree's to live with more purpose and meaning in retirement. INV RELATED: No NUMBER OF HRS: 5 SEC TRDNG HRS: 5 START DATE: 03/11/2020 ADDR: 1104 19th Ave SW, Willmar MN 56201 DESCRIPTION: I help write content and speak on the podcast content each week. 10) ROERS NAPLES APARTMENTS II LLC POS: Investor NATURE: Multi-family apartment building INV RELATED: No NUMBER OF HRS: 0 SEC TRDNG HRS: 0 START DATE: 11/13/2024 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: Passive investor 11) CMCS Foundation (1); Treasurer; The business supports Christian education by financially assisting the Central Minnesota Christian School. We annually review an investment portfolio and make disbursements to the local school to be used to help with tuition payments.; NIR; 1; 05/13/2020; 204 School Street Prinsburg MN 56281; I was named treasurer, which means I have to compile and summarize the annual numbers and meet with the board members to discuss fundraising and disbursements from the foundation to the school. 12) STEWARDS PLANNING GROUP POS: CEO, Wealth Advisor NATURE: Provide Financial Planning Services for families and businesses. INV RELATED: Yes NUMBER OF HRS: 80 SEC TRDNG HRS: 80 START DATE: 06/01/2025 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: I own the business, lead the company and provide financial planning services for limited number of families and businesses
CRS (Client Relationship Summary) - RIA
Click below to view Ben Ervin Taatjes's 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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1104 19th Ave Sw, Willmar, MN 56201RIA
CRD#: 105644
WILLMAR, MN
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1104 19th Ave Sw, Willmar, MN 56201Office #2: 107 South Main, Clara City, MN 56222BD
CRD#: 13572
Willmar, MN
Past
January 8, 2014 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Willmar, MN
Past
October 6, 2002 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Willmar, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Alaska(9/5/2025)
RR
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Idaho(9/5/2025)
RR
Illinois(9/5/2025)
RR
Indiana(9/5/2025)
RR
Iowa(9/5/2025)
RR
Kansas(9/5/2025)
RR
Kentucky(9/5/2025)
RR
Louisiana(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
IAR
Minnesota(9/5/2025)
RR
Missouri(9/5/2025)
RR
Nebraska(9/5/2025)
RR
New Mexico(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oregon(9/5/2025)
RR
South Carolina(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
Wisconsin(9/5/2025)
RR
Wyoming(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Willmar, MN 56201TRUST BUT VERIFY
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