Benjamin John Hayes

Current Employers

Employment History

• 12/2015 → 05/2018
  Hewins Financial Advisors Llc
  Green Bay, WI
• 06/2018 → 09/2022
  Wipfli Financial Advisors, Llc
  Green Bay, WI
• 10/2022 → Present
  Creative Planning, Llc
  Green Bay, WI

Previous Registrations

• 2013-06-19 → 2022-10-12
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Green Bay, WI
• 2009-08-24 → 2013-07-03
  Wipfli Hewins Investment Advisors Llc
  San Mateo, CA
  Green Bay, WI

Other Businesses

1)CollegeReady (715 Superior Road, Suite 102, Green Bay, WI 54311), a local non-profit providing scholarships to high school students in the greater Green Bay, Wis., area. The organization is not investment-related. Mr. Hayes engaged with the business as a volunteer (no compensation) Treasurer in May 2019. His duties include: leading finance committee meetings, oversight of the annual budget, attendance of board meetings and approvals of checking disbursements for budgetary needs. Mr. Hayes dedicates approximately 10 hours a month to this activity, some of these hours may occur during normal business hours. 2)Oral Health Partnership Green Bay, WI: is investment related; Board member/Finance Committee; position is voluntary for this non-profit organization; start date 10.1.22; 5 hours per month/0 during trading. 3)Wipfli Financial Advisors, LLC Milaukee, WI; is investment related; Principal/Board member; Business was acquired by Creative Planning; Duties are overseeing the wind down of the business; 2hours per month/0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-01

Designations