Ben Ervin Taatjes

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → 09/2025
  Avantax Invesment Services, Inc.
  Clara City, MN
• 08/2002 → Present
  Grussing, Bonnema, & Wrede Cpas Pllp
  Clara City, MN
• 06/2004 → 09/2025
  Avantax Advisory Services
  Clara City, MN
• 01/2006 → Present
  Total Financial Solutions, Inc. Dba Taatjes Financial Group
  Willmar, MN
• 01/2006 → Present
  Total Financial Solutions, Inc
  Clara City, MN
• 01/2015 → Present
  Bmt Holdings, Llc
  Willmar, MN
• 06/2025 → Present
  Stewards Planning Group
  Willmar, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Willmar, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-08 → 2025-09-05
  Avantax Advisory Services
  Prinsburg, MN
  Willmar, MN
  Renville, MN
  Dallas, TX

Other Businesses

1) Dave Ramsey Endorsed Local Provider (ELP) - LTC~'NIR'~1104 19th Ave SW~Willmar~MN~56201~Insurance Agent~Other~1/1/2009~5hrs~5hrs~Analyze clients needs for LTC insurance and quote LTC insurance 2) Total Financial Solutions, Inc~'IR'~22 East Center Ave~Clara City~MN~56222~Other~Owner~1/1/2006~80hrs~80hrs~President/owner of Total Financial Solutions dba Taatjes Financial Group. TFG is a financial planning business 3) Repurposed: The Untold Story of Retirement in Amer~'NIR'~1104 19th Ave SW~Willmar~MN~56201~Other~Owner/Sole Proprietor~1/1/2017~10hrs~5hrs~Public speaking , book promotion 5) BMT Holdings, LLC~'NIR'~1104 19th Ave SW~Willmar~MN~56201~Rental Property~Owner~1/1/2015~2hrs~2hrs~owner of the BMT Holdings, LLC. Manage and make all financial decisions associated with the property 6) CMCS Foundation~'NIR'~204 School Street~Prinsburg~MN~56281~Board Position/Officer~Other~5/13/2020~5hrs~1hrs~ Treasurer ;I have to compile and summarize annual numbers, meet with board members 7) BONNEMA, MOLDEN, & WREDE CPA'S POSITION: Office Sharing arrangement NATURE: Taatjes Financial Group rents office space from the CPA firm of Bonnema, Molden, and Wrede. INV RELATED: Yes NUMBER OF HRS: 5 SEC TRDNG HRS: 5 START DATE: 01/01/2006 ADDR: 107 South Main, Clara City MN 56288, United States DESC: Taatjes Financial Group rents office space from the CPA firm of Bonnema, Molden, and Wrede. Only share rental space 8) REPURPOSED UNIVERSITY POS: Owner/Creator NATURE: Sale information to help retirees live a more purposeful retirement. INV RELATED: No NUMBER OF HRS: 1 SEC TRDNG HRS: 1 START DATE: 09/01/2021 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: Content was previously created, no ongoing work involved except for promotion if necessary. 9) RETIRE REPURPOSED, LLC POS: Owner NATURE: I co-create podcast content and record podcasts that help retiree's find more purpose and meaning in retirement. Topics of conversation are non investment related and include ways for retirees to better use their time and abilities in retirement. I also offer to coach retiree's on the same ideas we discuss on the podcast. We offer a $10,000 (payable in two $5,000 installments or $9,000 one time if they pay it all upfront) coaching program to help motivate and inspire retiree's to live with more purpose and meaning in retirement. INV RELATED: No NUMBER OF HRS: 5 SEC TRDNG HRS: 5 START DATE: 03/11/2020 ADDR: 1104 19th Ave SW, Willmar MN 56201 DESCRIPTION: I help write content and speak on the podcast content each week. 10) ROERS NAPLES APARTMENTS II LLC POS: Investor NATURE: Multi-family apartment building INV RELATED: No NUMBER OF HRS: 0 SEC TRDNG HRS: 0 START DATE: 11/13/2024 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: Passive investor 11) CMCS Foundation (1); Treasurer; The business supports Christian education by financially assisting the Central Minnesota Christian School. We annually review an investment portfolio and make disbursements to the local school to be used to help with tuition payments.; NIR; 1; 05/13/2020; 204 School Street Prinsburg MN 56281; I was named treasurer, which means I have to compile and summarize the annual numbers and meet with the board members to discuss fundraising and disbursements from the foundation to the school. 12) STEWARDS PLANNING GROUP POS: CEO, Wealth Advisor NATURE: Provide Financial Planning Services for families and businesses. INV RELATED: Yes NUMBER OF HRS: 80 SEC TRDNG HRS: 80 START DATE: 06/01/2025 ADDR: 1104 19th Ave SW, Willmar MN 56201, United States DESC: I own the business, lead the company and provide financial planning services for limited number of families and businesses

Exams

• S66 Uniform Combined State Law Examination
  2002-10-19