Benjamin Lee Wacek
CFP®Professional Summary
Benjamin Lee Wacek, CFP® is a registered financial advisor currently at GUIDE FINANCIAL PLANNING located in Minneapolis, Minnesota. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Benjamin has worked at 5 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Cashflow & Budgeting
- Financial Planning
- Tax Planning
- Business Services
- Education Funding
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Estate & Legacy Planning
Specializations
Biography
Ben Wacek is a Christian fee-only Certified Financial Planner™ and Certified Kingdom Advisor® who helps his clients steward their resources in a meaningful way for an affordable price. He serves as a personal financial guide, helping clients develop a plan that will allow them to achieve their goals and then walking with them every step of the way and helping them adjust as new challenges arise. Ben lives in Minneapolis, MN but utilizes technology to...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
GUIDE FINANCIAL PLANNING | WACEK FINANCIAL PLANNING, LLC | GUIDE FINANCIAL PLANNING, LLC
Contact Information
Main Address
3600 Lexington Ave N Ste 204, Shoreview, MN 55126Phone Number
(651) 461-2121# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
489AUM (Assets Under Management)
$69,853,514Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/21/2022)
(8/9/2022)
(6/3/2014)
(12/20/2016)
(8/22/2016)
(7/8/2025)
(3/30/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Lee Wacek's CRS (Customer Relationship Summary).
Services Offered by Benjamin
- Cashflow & Budgeting
- Financial Planning
- Tax Planning
- Business Services
- Education Funding
- Retirement Planning
- Risk Management & Insurance
- Investment Management
- Estate & Legacy Planning
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