Benjamin E. Holzhauser

FIVE PINE WEALTH

COEUR D'ALENE, ID 83814

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CRD#: 6166950

Professional summary

Benjamin Edward Holzhauser, who also goes by Ben Holzhauser, is a registered financial advisor currently at FIVE PINE WEALTH located in Coeur D'alene, Idaho.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 62 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Holzhauser

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. ROTARY INTERNATIONAL ORGANIZATION, NON-INVESTMENT RELATED, 726 W. KATHLEEN AVE., COEUR D' ALENE, ID 83815, TREASURER, SINCE 7/1/2019, DEVOTED TIME IS 15 HOURS A MONTH, FULFILL TREASURER OBLIGATIONS AND SERVE COMMUNITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Edward Holzhauser'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®

None

Experience

Current

January 14, 2022 - Present

FIVE PINE WEALTH

Office #1: 250 Northwest Blvd. Suite 111, Coeur D'alene, ID 83814

RIA

CRD#: 317657

COEUR D'ALENE, ID

Past

May 23, 2017 - January 19, 2022

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

COEUR D' ALENE, ID

Past

April 27, 2017 - January 19, 2022

CENTAURUS FINANCIAL, INC.

CRD#: 30833

COEUR D' ALENE, ID

Past

October 7, 2016 - March 31, 2017

TRITON PACIFIC SECURITIES, LLC

CRD#: 139919

Laguna Niguel, CA

Past

October 28, 2015 - September 30, 2016

MVP AMERICAN SECURITIES

CRD#: 118286

LAS VEGAS, NV

Past

May 1, 2014 - October 14, 2015

MVP AMERICAN SECURITIES

CRD#: 118286

San Diego, CA

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".

FIVE PINE WEALTH

FIVE PINE WEALTH | FIVE PINE WEALTH MANAGEMENT INC. | FIVE PINE WEALTH MANAGEMENT

CRD#: 317657 / SEC#: 801-129131

RIA

Registered Investment Advisory firm - (12/1/2023 Approved)

California

Registered Investment Advisory firm - (1/3/2024 Terminated)

Idaho

Registered Investment Advisory firm - (12/12/2023 Terminated)

Montana

Registered Investment Advisory firm - (12/4/2023 Terminated)

Washington

Registered Investment Advisory firm - (12/31/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(7/23/2024)

IAR

California
(6/27/2024)

IAR

Idaho
(1/14/2022)

IAR

Montana
(6/27/2024)

IAR

Oregon
(7/1/2024)

IAR

Texas
(1/3/2024)

IAR

Washington
(6/27/2024)

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 65

Date: 5/17/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2015

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/9/2015

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 62

Date: 4/30/2014

Corporate Securities Limited Representative Examination

Current Firm

FIVE PINE WEALTH

FIVE PINE WEALTH | FIVE PINE WEALTH MANAGEMENT INC. | FIVE PINE WEALTH MANAGEMENT

CRD#: 317657 / SEC#: 801-129131

RIA

Registered Investment Advisory firm - (12/1/2023 Approved)

California

Registered Investment Advisory firm - (1/3/2024 Terminated)

Idaho

Registered Investment Advisory firm - (12/12/2023 Terminated)

Montana

Registered Investment Advisory firm - (12/4/2023 Terminated)

Washington

Registered Investment Advisory firm - (12/31/2023 Terminated)

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Contact information

Main Address

250 Northwest Blvd. Suite 111, Coeur D'alene, ID 83814

Mailing Address

Phone number

(877) 333-1015

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-14 FIVE PINE WEALTH FORM ADV PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	902
AUM (Assets Under Management)	$ 152,364,703

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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Firm Stability Insights

Benjamin E. Holzhauser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Edward Holzhauser's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

TRITON PACIFIC SECURITIES, LLC

MVP AMERICAN SECURITIES

MVP AMERICAN SECURITIES

Primary Firm SEC Registration

FIVE PINE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2017

Series 63

Date: 3/31/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/17/2015

Series 22

Date: 3/9/2015

Series 62

Date: 4/30/2014

Current Firm

FIVE PINE WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIVE PINE WEALTH

TRUST BUT VERIFY

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