AeroLeads people directory · profile
Ben Thelen Email & Phone Number
Vice President and Senior Coach
at
Advisor Legacy
1 work email found
@keymanagementgrp.com
3 phones found area 989
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President and Senior Coach
Location
Detroit Metropolitan Area, United States, United States
Company size
Who is Ben Thelen? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ben Thelen is listed as Vice President and Senior Coach at Advisor Legacy, a company with 9 employees, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a work email signal at keymanagementgrp.com, phone signal with area code 989, and a matched LinkedIn profile for Ben Thelen.
Ben Thelen previously worked as Vice President and Director of Practice Management at Key Management Group and Practice Management Team Leader & Coach at Key Management Group. Ben Thelen holds Bachelor Of Arts (B.A.), Business Administration And Communication from Alma College.
Company email context
Email format at Advisor Legacy
This section adds company-level context without repeating Ben Thelen's masked contact details.
{first_initial}{last}@keymanagementgrp.com
86% confidence
AeroLeads found 1 current-domain work email signal for Ben Thelen. Compare company email patterns before reaching out.
Profile bio
About Ben Thelen
Raised in St. Johns, Michigan, I am a graduate of St. Johns High School, class of 2013. I received a Bachelor of Arts degree from Alma College in April of 2017 before entering the workforce. I held several internship roles while pursuing my degree that associated with my Business & Communications majors (those being in marketing, insurance, social media, and hospitality), but have spent the first 4 years of my career in the finance industry since graduating from Alma.In June of 2017, I started my career by becoming a Financial Representative with Northwestern Mutual (Mount Pleasant, MI). I spent 2 years in the advising world before choosing to join a Northwestern Mutual satellite office (Saginaw, MI). As the Director of Planning, I assisted in client meeting preparation, routine client service needs, while leading the development of financial plans for the firm.In February of 2020, I accepted a position to join Key Management Group (Troy, MI), a consulting firm for Financial Advisory practices across the United States. As a Practice Management Coach, I work directly with high volume teams in assisting with their client experience model, systems and process implementation, personnel development, revenue growth, and more. Our goal is to streamline the experience for our clients (Financial Advisors and their teams) so that they can replicate a 5 star experience for their clients, everyday consumers. As of August 2021, I have begun a new role in leading our Practice Management team while continuing my role as a coach for my clients.
Listed skills include Customer Service, Teamwork, Social Media, Event Planning, and 23 others.
Current workplace
Ben Thelen's current company
Company context helps verify the profile and gives searchers a useful next step.
Advisor Legacy
6 roles
Ben Thelen work experience
A career timeline built from the work history available for this profile.
Vice President And Director Of Practice Management
Current- Provide leadership and guidance to the execution of organizational goals.
- Lead the day-to-day operations of the practice management team (Recruiters, Trainers, Coaches).
- Lead educational initiatives for the organization tied to ongoing changes in the financial services industry.
May 2023 - Present
Practice Management Team Leader & Coach
- Direct lead of the Practice Management team for Key Management Group. Responsible for personnel management of all Executive Coaches, Practice Management Coaches, and Trainers on the team.
- Responsible for annual business goals and overseeing achievement of them for the department.
- Leader of implementing department initiatives for different client service changes.
- Responsible for Co-Leading monthly High Performance Team meetings for all firm coaches to discuss innovative and creative solutions for clients.
- Responsible for cultivating an environment to allow strategic thinking to emerge to drive improved systems and processes for clients.
Aug 2021 - May 2023
Practice Management Coach
- Provide consulting services to Financial Advisory practices across the United States.
- Lead Financial Advisors in developing systematized procedurals for client meeting preparation and follow-up activities.
- Strategize with Franchise Owners around growth in areas such as new business, financial plan engagement, and personnel development.
- Train new staff members in use of industry tools and their responsibilities within the firm.
- Develop strategies for AFA/Junior Advisor growth within the firm.
Feb 2020 - Aug 2021
Director Of Planning
- Led the production of financial plans for client meetings using NaviPlan.
- Developed case preparation materials for investment strategies using proprietary tools as well as Morningstar.
- Took client calls for requests on their accounts and to answer questions regarding overall performance.
- Completed transactions for client accounts and other updates, as needed.
- Put together the appropriate documents for client meetings as it pertained to new business, applicable recommendations, or for any needed changes.
Jul 2019 - Feb 2020
Financial Representative
- Met with everyday consumers to discuss strategies for their financial situation.
- Oversaw all aspects of business development for my practice, from initial meeting all the way to product/plan delivery.
- Collected data and goals to put together complex solutions that aligned most appropriately with the client’s portfolio.
- Held 10-15 meetings per week to incrementally grow my business over my first 2 years as a client facing financial planner while generating new business through personal introductions.
- Appointed to the LEAD program to develop aspiring advisors that are newly appointed to Northwestern Mutual.
Jun 2017 - Jul 2019
2 education records
Ben Thelen education
Bachelor Of Arts (B.A.), Business Administration And Communication
Diploma, General Studies
St. Johns High School
FAQ
Frequently asked questions about Ben Thelen
Quick answers generated from the profile data available on this page.
What company does Ben Thelen work for?
Ben Thelen works for Advisor Legacy.
What is Ben Thelen's role at Advisor Legacy?
Ben Thelen is listed as Vice President and Senior Coach at Advisor Legacy.
What is Ben Thelen's email address?
AeroLeads has found 1 work email signal at @keymanagementgrp.com for Ben Thelen at Advisor Legacy.
What is Ben Thelen's phone number?
AeroLeads has found 3 phone signal(s) with area code 989 for Ben Thelen at Advisor Legacy.
Where is Ben Thelen based?
Ben Thelen is based in Detroit Metropolitan Area, United States, United States while working with Advisor Legacy.
What companies has Ben Thelen worked for?
Ben Thelen has worked for Advisor Legacy, Key Management Group, and Northwestern Mutual.
How can I contact Ben Thelen?
You can use AeroLeads to view verified contact signals for Ben Thelen at Advisor Legacy, including work email, phone, and LinkedIn data when available.
What schools did Ben Thelen attend?
Ben Thelen holds Bachelor Of Arts (B.A.), Business Administration And Communication from Alma College.
What skills is Ben Thelen known for?
Ben Thelen is listed with skills including Customer Service, Teamwork, Social Media, Event Planning, Leadership, Public Relations, Marketing Communications, and Microsoft Office.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ben Thelen you were looking for.
View similar profiles
