UBS Financial Services
47yrs
Top 1% by experience in Louisville
20yrs
Benjamin Hoehler
Financial advisor at Osaic Wealth
Benjamin Hoehler has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Louisville, Kentucky. Benjamin has been with Osaic Wealth since 2024; before that, Benjamin spent 14 years at Securities America Advisors and a year at Raymond James Financial Services Advisors. Benjamin holds the CFA designation.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors in Kentucky
OfficeLouisville, KY
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2010 – 2024Securities America Advisors, Inc.Previously
- Jun 2009 – Aug 2010
- Aug 2007 – Jun 2009Fifth Third Securities, Inc.Previously
- Aug 2006 – Aug 2007MerrillPreviously
Contact Benjamin
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Benjamin. Louisville, KYOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Osaic Wealth at (800) 821-5100 and ask for Benjamin Hoehler. Benjamin works from the Louisville, KY office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2006, about 20 years. More experience than 65% of advisors in Kentucky.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin 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.
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