ChooseAFinancialAdvisor.com
Advisors / Wisconsin / Mukwonago
22yrs

Randall Benedict

Financial advisor at Ameriprise Financial Services

Based in Mukwonago, Wisconsin, Randall Benedict is a fiduciary financial advisor with 22 years of industry experience. Randall has been with Ameriprise Financial Services since 2004. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 13 advisors with offices in Mukwonago, and one of 9 fiduciaries.

Mukwonago, WI 53149Fiduciary advisor
Call the officeDirections

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office1231 S Rochester St Suite 130, Mukwonago, WI 53149
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states

Services through Ameriprise Financial Services

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2004 – now

Questions to ask Randall

Tailored to Randall’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Randall

How do I contact Randall?

Call Randall’s local office at (262) 724-8843 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Randall Benedict.

How long has Randall been a financial advisor?

Randall has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.

What licenses does Randall hold?

Series 66. Tap any license on this page to see what it allows.

Is Randall a fiduciary?

Randall is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Randall paid?

Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Randall for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Raymond James Financial Services Advisors
41yrs
John Schreiber
Financial advisor
801 Main Street
Mukwonago, WI 53149
Top advisor by experience in Mukwonago
CFP®
Call Directions
Edward Jones
34yrs
Gary Martens
Financial advisor
827 South Rochester Street Suite 111
Mukwonago, WI 53149
Top 2% by experience at Edward Jones
PlanningInvesting
Call Directions
Raymond James Financial Services Advisors
32yrs
Scott Schreiber
Financial advisor
801 Main Street
Mukwonago, WI 53149
Top 13% by experience in Wisconsin
CFP®
Call Directions
Associated Investment Services
26yrs
Peter Engstrom
Financial advisor
707 N. Rochester St.
Mukwonago, WI 53149
More experience than 74% of advisors at Associated Investment Services
CFP®Fiduciary
Call Directions
Edward Jones
21yrs
Scott Howard
Financial advisor
627 N Rochester Street
Mukwonago, WI 53149
Top 19% by experience at Edward Jones
PlanningInvesting
Call Directions
LPL Financial
17yrs
Samantha Guthrie
Financial advisor
1000 Fox St
Mukwonago, WI 53149
More experience than 54% of advisors nationwide
FiduciaryPlanningInvesting
Call Directions

See all advisors near Mukwonago