Benjamin William Belanger

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2016 → 05/2021
  Ameriprise Financial Services, Inc.
  Scottsdale, AZ
• 05/2021 → Present
  Kestra Investment Services, Llc
  Peoria, AZ
• 05/2021 → Present
  Kestra Private Wealth Services, Llc
  Peoria, AZ

Previous Registrations

• 2016-04-01 → 2021-05-10
  Ameriprise Financial Services, Llc
  Phoenix, AZ
  Scottsdale, AZ
  Peoria, AZ
  Scottsdale, AZ
• 2014-01-31 → 2016-04-06
  First Allied Advisory Services, Inc.
  Glendale, AZ
  San Diego, CA
• 2007-09-11 → 2014-02-11
  Cetera Advisors Llc
  Glendale, AZ
  Phoenix, AZ
  Surprise, AZ
  Surprise, AZ
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

Name: Bull and Bear Wealth Management Investment Related: Yes Address: 16165 N. 83rd Avenue Suite 200 Peoria AZ 85382 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Managing partner. Start Date: 5/5/2021 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: To create and facilitate financial plans for the clients including portfolio management, financial planning, investment recommendations related to meeting the clients financial planning goals. Name: Arizona Baseball Club Investment Related: No Address: 5835 W Fetlock Phoenix AZ 85083 Nature of Business: Board Position Position, Title or Relationship: Financial director. Start Date: 2/15/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: To provide budget analysis for expenses and capitol improvements related to the baseball club. Name: TELA HOLDINGS LLC POSITION: Managing Member NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No # OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 02/01/2022 ADDRESS: 8765 W. Kelton Lane, Peoria AZ 85382, United States DESCRIPTION: Manage the practice, pay bills, pay payroll, etc keeping the LLC in good standing. Name: SUNSET HEIGHTS ELEMENTARY SCHOOL POSITION: Head Coach NATURE: Head Coach INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/24/2026 ADDRESS: 9687 W. Adams Ave, Peoria AZ 85382, United States DESCRIPTION: Coaching and instructing, developing and facilitating practices and games.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-09
• S63 Uniform Securities Agent State Law Examination
  2007-04-28

Other Names

• Benjamin Belanger
• Ben W Belanger