Packerland Brokerage Services
40yrs
Top advisor by experience in Menomonie
1yr
Benjamin Ebert is a fiduciary financial advisor in Menomonie, Wisconsin, with 1 year in the industry. Benjamin joined Principal Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Principal Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 23 advisors with offices in Menomonie, and one of 21 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1421 N Broadway Suite 113, Menomonie, WI 54751
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowPrincipal Securities, Inc.Current firm
Contact Benjamin
(888) 774-6267Firm headquarters in Des Moines, IA. Ask for Benjamin. 1421 N Broadway Suite 113Menomonie, WI 54751Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Principal Securities at (888) 774-6267 and ask for Benjamin Ebert. Benjamin works from the Menomonie, WI office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Benjamin hold?
Series 63, Series 65. 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?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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