Benjamin Daniel Ollila

Employer firm

Strategic Wealth Group CRD 284430

$1.54B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 05/2025 → Present
  Lpl Financial, Llc
  Lino Lakes, MN
• 05/2025 → Present
  Strategic Wealth Group Registered Investment Advisors, Llc
  Eden Prairie, MN
• 12/2022 → Present
  Mto Properties Llc
  Lino Lakes, MN
• 07/2011 → Present
  Edgewater Team, Llc
  Lino Lakes, MN
• 08/2007 → Present
  Benjamin Ollila, Sole Proprietor
  Eden Prairie, MN
• 12/2013 → 05/2025
  Thrivent Investment Management Inc.
  Lino Lakes, MN
• 07/2008 → 05/2025
  Thrivent Investment Management Inc.
  Lino Lakes, MN

Previous Registrations

• 2013-12-19 → 2025-05-02
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Lino Lakes, MN

Other Businesses

1) 05/01/2025 - Edgewater Team Properties LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:10/01/2013 - 1 Hrs/Mth - 6.5 Hrs During Trading. 2) 05/01/2025 - Lakeside Legacy Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:12/01/2022 - 40 Hrs/Mth - 6.5 Hrs During Trading. 3) 05/01/2025 - Strategic Wealth Group - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:05/01/2025 - 40 Hrs/Mth - 6.5 Hrs During Trading. 4) 05/01/2025 - MTO Properties LLC - Investment Related - Real Estate Rental - At Reported Business Location(s) - Start Date:12/01/2022 - 1 Hrs/Mth - 6.5 Hrs During Trading. 5) 05/07/2025 - Strategic Wealth Group RIA, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:05/01/2025 - 40 Hrs/Mth - 6.5 Hrs During Trading.I provide investment advisory services through Strategic Wealth Group, an independent investment advisor firm. I started this business activity in 05/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-23

Designations

• Certified Financial Planner

Other Names

• Ben Ollila