Benjamin Schlueter, Cima®

Benjamin Schlueter, Cima® Email and Phone Number

Dedicated financial advisor focused on improving clients' financial position and managing toward the outcomes that will help them truly achieve their goals. @
Benjamin Schlueter, Cima®'s Location
Fortville, Indiana, United States, United States
Benjamin Schlueter, Cima®'s Contact Details

Benjamin Schlueter, Cima® personal email

About Benjamin Schlueter, Cima®

With more than 20 years of experience in financial planning and investment management, Ben Schlueter has the accumulatedknowledge and perspective to help keep you and your financial futureon a steady course. Ben understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently asconditions change.As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Ben will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.Ben endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.Based on what he learns about you and your goals and an analysis of the current financial markets, Bendesigns a customized investment portfolio based on recommendations made solely with your best interest inmind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Ben puts it into action and monitors its performance for opportunities to adapt to lifechanges and new goals.Ben began his career in financial services in 2001 and previously spent 16 years with Franklin Templeton Investments. Today, Ben provides financial and estate planning for families and small business owners using stocks, bonds, managed money solutions like mutual funds and ETFs, 529 education plans, insurance products and more through Raymond James.A native of South Bend, IN, Ben resides in Fishers, IN. He is a member of New Hope Presbyterian Church and volunteers with Indy Premier Soccer Club. Away from the office, Ben and his wife operate a local ice cream shop called Bruster’s Real Ice Cream. He also enjoys time with his 3 active children, helping them grow up responsibly and exploring this world we live in. He enjoys time with friends, watching movies, playing cards, and laughing. His passion is for his family, his community, and his faith. Ben’s focus in life is to give more than he takes.Raymond James is not affiliated with the organizations listed.

Benjamin Schlueter, Cima®'s Current Company Details
Reynolds Wealth Management | RJFS

Reynolds Wealth Management | Rjfs

Dedicated financial advisor focused on improving clients' financial position and managing toward the outcomes that will help them truly achieve their goals.
Benjamin Schlueter, Cima® Work Experience Details
  • Reynolds Wealth Management | Rjfs
    Financial Advisor
    Reynolds Wealth Management | Rjfs Mar 2021 - Present
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Reynolds Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.Investments & Wealth Institute ™ (The Institute) is the owner of the certification mark “CIMA” and “Certified Investment Management Analyst”. Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.
  • Franklin Templeton Investments
    Vp - Senior Advisor Consultant And Wholesaler
    Franklin Templeton Investments Nov 2007 - Oct 2020
    Indianapolis, Indiana Area
    Advanced sales, client development, and total assets under management (AUM) for Indiana territory by advising financial advisors (FAs) and partnering with wire houses, regional firms, and banks to deliver optimized strategies for management of portfolios with mutual funds, ETFs, retirement plans, and separately managed accounts (SMAs). Connected with FAs to provide personalized sales support and ensure portfolio design, risk mitigation, marketing, and business development strategies met internal/external client goals.
  • Franklin Templeton Investments
    Sr. Internal Wholesaler
    Franklin Templeton Investments Nov 2005 - Nov 2007
    St Petersburg, Florida, United States
    Delivered targeted support to FAs in three-state territory, and provided direct support for conferences within region to advance sales volume and client development activities. Prospected and generated new business relationships while providing outstanding service to retain existing clients. Employed consultative sales strategies to assist FAs with enhancing client services through targeted asset management and practice management solutions.

Benjamin Schlueter, Cima® Skills

Investments Retirement Planning Mutual Funds Retirement Financial Services Series 7 Asset Allocation Wealth Management Financial Advisory Finance Equities Finra Fixed Income Asset Management Management Series 65 Separately Managed Accounts Investment Strategies Certified Investment Management Analyst Wholesale Wholesaling

Benjamin Schlueter, Cima® Education Details

  • Purdue University
    Purdue University
    Bachelor Of Science (Bs)

Frequently Asked Questions about Benjamin Schlueter, Cima®

What company does Benjamin Schlueter, Cima® work for?

Benjamin Schlueter, Cima® works for Reynolds Wealth Management | Rjfs

What is Benjamin Schlueter, Cima®'s role at the current company?

Benjamin Schlueter, Cima®'s current role is Dedicated financial advisor focused on improving clients' financial position and managing toward the outcomes that will help them truly achieve their goals..

What is Benjamin Schlueter, Cima®'s email address?

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What schools did Benjamin Schlueter, Cima® attend?

Benjamin Schlueter, Cima® attended Purdue University.

What are some of Benjamin Schlueter, Cima®'s interests?

Benjamin Schlueter, Cima® has interest in Watching Movies, Reading.

What skills is Benjamin Schlueter, Cima® known for?

Benjamin Schlueter, Cima® has skills like Investments, Retirement Planning, Mutual Funds, Retirement, Financial Services, Series 7, Asset Allocation, Wealth Management, Financial Advisory, Finance, Equities, Finra.

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