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Benjamin Gibson

Fiduciary Financial Planning Network

Onalaska, WI

CRD 7583604

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Employer firm

Fiduciary Financial Planning Network CRD 313361

$176M regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Fiduciary Financial Planning Network

1131 Main Street, Onalaska, WI 54650 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-06-21
WI RA APPROVED 2022-06-21
  • MN RA
    APPROVED
    Since 2022-06-21
  • WI RA
    APPROVED
    Since 2022-06-21

Branch Locations

1131 Main Street, Onalaska, WI 54650 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
La Crosse Financial Planning La Crosse WI 05/2022 Present
Unemployed La Crosse WI 06/2021 05/2022
Viterbo University La Crosse WI 08/2020 06/2021
Viterbo University La Crosse WI 08/2017 08/2020
Somerby Golf Club Byron MN 05/2015 08/2017
  • 05/2022 → Present
    La Crosse Financial Planning
    La Crosse, WI
  • 06/2021 → 05/2022
    Unemployed
    La Crosse, WI
  • 08/2020 → 06/2021
    Viterbo University
    La Crosse, WI
  • 08/2017 → 08/2020
    Viterbo University
    La Crosse, WI
  • 05/2015 → 08/2017
    Somerby Golf Club
    Byron, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-16
  • S65 Uniform Investment Adviser Law Examination
    2022-06-16

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
MERCER GLOBAL ADVISORS INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

CLIFFORD RAY WARDEN
Joel Phillip Dettwiler
Joseph Michael Lewis

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · ONALASKA, WI
MERCER GLOBAL ADVISORS INC. · ONALASKA, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Onalaska, WI

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