AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BT

Benjamin James Thorson

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
FRANKLIN, TN
·CRD# 7075725·7 years experience

Professional Summary

Benjamin James Thorson, who also goes by Ben James Thorson, is a registered financial advisor currently at THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES located in Franklin, Tennessee. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Benjamin has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ben James Thorson

Blog Corner

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
View profile
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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.

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

Years of Experience

7 years in the financial services industry

Current & Past Employments

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES·CRD# 311385
RIA
725 Cool Springs Blvd. #445, Franklin, TN 37067
January 15, 2021 - Present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Eden Prairie, MN
May 29, 2020 - July 7, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Eden Prairie, MN
July 18, 2019 - July 7, 2021

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

Current Firm

TW
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES | THE WEALTH GROUP, LTD

CRD#: 311385 / SEC#: 801-120158
RIA
Registered Investment Advisory firm - SEC (1/14/2021 Approved)

Contact Information

Main Address

14850 Scenic Heights Road Suite #100, Eden Prairie, MN 55344

Phone Number

(952) 937-9423

# of Employees

12

SEC notice filing (12 States and Territories)

Registered to provide investment advisory services in 12 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TWG WRAP BROCHURE (1/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,486

AUM (Assets Under Management)

$711,016,621

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

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.

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

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".
TW
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES | THE WEALTH GROUP, LTD

CRD#: 311385 / SEC#: 801-120158
RIA
Registered Investment Advisory firm - SEC (1/14/2021 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.
IAR
Tennessee
(1/29/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed May 2020About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jul 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2019About the SIE exam

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin James Thorson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Steven Walter Glasgow
Steven Walter Glasgow

GLOBAL RETIREMENT PARTNERS LLC

Nashville, TN · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Thomas Adam Ennis
Thomas Adam Ennis

TRUIST ADVISORY SERVICES, INC.

NASHVILLE, TN · CRD#
BT
Follow Benjamin
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required