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Benjamin Michael Hall

Advisor at Ameriprise — Bridgeport, WV Thompson Drive

Updated today

Credentials

Series 63, Series 66

Experience

10 years

Location

Bridgeport, WV 26330

Ameriprise logo

Ameriprise

Institution

Total advisors

13,128

Across 4,273 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Benjamin Hall is a financial advisor with Ameriprise in Bridgeport, WV, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. His career includes prior roles at LPL Financial and Northwestern Mutual, as well as a 13-year tenure at the Harrison County Board of Education. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Bridgeport, WV Thompson Drive

170 Thompson Drive, Suite 101

Bridgeport WV 26330

Advisors at this office

3

Most active in

Texas · West Virginia

Work history

10 years of industry experience

Ameriprise

2026 - Present • 1 year

Bridgeport, WV

LPL Financial

2026 - 2026 • 1 year

Bridgeport, WV

Ameriprise

2018 - 2026 • 8 years

Bridgeport, WV

Northwestern Mutual Wealth Management Company

2017 - 2018 • 1 year

Milwaukee, WI

Northwestern Mutual investment Services LLC

2014 - 2018 • 4 years

Clarksburg, WV

Northwestern mutual life insurance company

2014 - 2018 • 4 years

Milwaukee, WI

Harrison County BOE

2005 - 2018 • 13 years

Clarksburg, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew W

CFP®, Series 66

Bridgeport, WV

OneSeven

Matthew Williams is a CFP® with 17 years of industry experience, currently advising at OneSeven. He previously worked at Ameriprise Financial Services and Eagle Strategies, among other firms. Williams serves on the boards of the OLD TOWN GREENS Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning and discretionary portfolio management with a primarily long-term investment approach that includes access to alternatives and private placements. The firm utilizes both discretionary and non-discretionary strategies and partners with unaffiliated Independent Managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Sherri S

Series 63, Series 66

Clarksburg, WV

Wesbanco Securities, Inc.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Leslie B

Series 63, Series 65

Bridgeport, WV

Lombard Advisers Incorporated

Leslie Boyce is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Prior to joining Lombard Advisers, Boyce worked at firms including Cetera Advisors LLC, The Huntington Investment Company, and Morgan Stanley. Outside of advisory work, Leslie serves as CFO for Poynter's Business Solutions, a company engaged in office equipment sales and service. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets as of the end of 2025.

College savings (529s, UTMA, etc.)
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Robin F

Series 63, Series 65

Bridgeport, WV

Bankers Life Advisory Services, Inc.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with 17 years of industry experience. Faris has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life and Casualty since 2004. Outside of advisory work, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business in West Virginia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Catherine P

Series 63, Series 65

Clarksburg, WV

Empower Advisory Group

Catherine Preston is a financial advisor with Empower Advisory Group in Clarksburg, WV, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at the West Virginia State Auditor’s Office for twelve years. Outside of her advisory role, she serves as a board member of the Clarksburg League for Service and is president of the Harrison County CASA board, which advocates for children in the foster care system. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Benjamin S

Series 66

Bridgeport, WV

Bankers Life Advisory Services, Inc.

Benjamin Strader is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing four years of industry experience. He has been with Bankers Life and its affiliated entities since 2016, including roles in insurance sales and agent training. Outside of advising, he is involved in recruiting and training insurance agents and has a part ownership in a small residential rental business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and offers strategies across a range of securities within customized portfolios.

Wealth management Retired
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