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Benjamin Birk, Cfp® Email & Phone Number

Senior Vice President - Investment Officer, Financial Consultant at Birk-Lee Financial Group of Wells Fargo Advisors at Birk-Lee Financial Group of Wells Fargo Advisors
Location: Minneapolis, Minnesota, United States 3 work roles 1 school
1 work email found @wfadvisors.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@wfadvisors.com
LinkedIn Profile matched
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Current company
Birk-Lee Financial Group of Wells Fargo Advisors
Role
Senior Vice President - Investment Officer, Financial Consultant at Birk-Lee Financial Group of Wells Fargo Advisors
Location
Minneapolis, Minnesota, United States

Who is Benjamin Birk, Cfp®? Overview

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Quick answer

Benjamin Birk, Cfp® is listed as Senior Vice President - Investment Officer, Financial Consultant at Birk-Lee Financial Group of Wells Fargo Advisors at Birk-Lee Financial Group of Wells Fargo Advisors, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at wfadvisors.com and a matched LinkedIn profile for Benjamin Birk, Cfp®.

Benjamin Birk, Cfp® previously worked as Senior Vice President - Investment Officer at Birk-Lee Financial Group Of Wells Fargo Advisors and Senior Registerd Client Associate at Wachovia Securities Financial Network. Benjamin Birk, Cfp® holds Bachelor Of Science (Bs), Finance, Finance, General from University Of Minnesota - Carlson School Of Business.

Company email context

Email format at Birk-Lee Financial Group of Wells Fargo Advisors

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*@wfadvisors.com
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AeroLeads found 1 current-domain work email signal for Benjamin Birk, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Benjamin Birk, Cfp®

For over a decade I have helped individuals, families and businesses meet their unique financial needs. I pride myself on delivering objective, honest advice tailored to meet my client’s goals. Working on a team with over 60 years of investment experience gives my clients access to a breadth of knowledge and experience over many different market cycles.I earned my undergraduate degree in Finance from the Carlson School of Business at the University of Minnesota. I hold the Series 7, 63, and 65 registrations. I also earned my Certified Financial Planner® certification in 2006. I was born in St. Paul and currently reside in Eagan with my wife, Dana, and our three children, Charlie, Evie and Wynne. Dana and I are very active in our kid’s school and extra-curricular activities coaching Baseball, Basketball and Soccer, and volunteering at Woodland Elementary and Dakota Hills Middle School.Please contact me by Email at benjamin.j.birk@wfadvisors.com or by Phone at 952-897-4987 if you want to learn about my practice and the services I provide to my clients.This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, MA, MD, MN, MO, MT, NC, ND, NJ, NY, NV, OH, OR, SC, SD, TN, TX, UT, VI, WA, and WI only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Financial Services, Services, and Investments.

Current workplace

Benjamin Birk, Cfp®'s current company

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Birk-Lee Financial Group of Wells Fargo Advisors
Birk-Lee Financial Group Of Wells Fargo Advisors
Senior Vice President - Investment Officer, Financial Consultant at Birk-Lee Financial Group of Wells Fargo Advisors
3 roles

Benjamin Birk, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Investment Officer

Current
Birk-Lee Financial Group Of Wells Fargo Advisors
Oct 2008 - Present

Senior Registerd Client Associate

Wachovia Securities Financial Network
Dec 2004 - Oct 2008

Registered Client Associate

Prudential Securities
Jan 2001 - Dec 2004
1 education record

Benjamin Birk, Cfp® education

  • University Of Minnesota - Carlson School Of Business
    University Of Minnesota - Carlson School Of Business
    Finance, General
FAQ

Frequently asked questions about Benjamin Birk, Cfp®

Quick answers generated from the profile data available on this page.

What company does Benjamin Birk, Cfp® work for?

Benjamin Birk, Cfp® works for Birk-Lee Financial Group of Wells Fargo Advisors.

What is Benjamin Birk, Cfp®'s role at Birk-Lee Financial Group of Wells Fargo Advisors?

Benjamin Birk, Cfp® is listed as Senior Vice President - Investment Officer, Financial Consultant at Birk-Lee Financial Group of Wells Fargo Advisors at Birk-Lee Financial Group of Wells Fargo Advisors.

What is Benjamin Birk, Cfp®'s email address?

AeroLeads has found 1 work email signal at @wfadvisors.com for Benjamin Birk, Cfp® at Birk-Lee Financial Group of Wells Fargo Advisors.

Where is Benjamin Birk, Cfp® based?

Benjamin Birk, Cfp® is based in Minneapolis, Minnesota, United States while working with Birk-Lee Financial Group of Wells Fargo Advisors.

What companies has Benjamin Birk, Cfp® worked for?

Benjamin Birk, Cfp® has worked for Birk-Lee Financial Group Of Wells Fargo Advisors, Wachovia Securities Financial Network, and Prudential Securities.

How can I contact Benjamin Birk, Cfp®?

You can use AeroLeads to view verified contact signals for Benjamin Birk, Cfp® at Birk-Lee Financial Group of Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Benjamin Birk, Cfp® attend?

Benjamin Birk, Cfp® holds Bachelor Of Science (Bs), Finance, Finance, General from University Of Minnesota - Carlson School Of Business.

What skills is Benjamin Birk, Cfp® known for?

Benjamin Birk, Cfp® is listed with skills including Financial Services, Services, and Investments.

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