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Benjamin Donald Reeves

Advisor at Edward Jones — Platteville, WI S Water St (Hwy 80/81)

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

39 years

Location

Platteville, WI 53818

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Benjamin Reeves is a CFP® professional with 38 years of industry experience, currently serving at Edward Jones since 1986. He holds Series 63 and Series 65 licenses. Outside of advising, he is the owner of Vitality Plaza LLC, a commercial real estate business in Platteville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Platteville, WI S Water St (Hwy 80/81)

330 S Water St (Hwy 80/81), By Suppz Nutrition

Platteville WI 53818

Advisors at this office

3

Most active in

Texas · Wisconsin

Work history

39 years of industry experience

Edward Jones

1986 - Present • 40 years

Platteville, WI

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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Michelle T

PFS™, Series 65

Platteville, WI

Friday Financial

Michelle Thomson Henry is a financial advisor with Friday Financial, holding the PFS™ and Series 65 designations and bringing 12 years of industry experience. She previously worked for Honkamp Krueger Financial Services for 13 years and has been a CPA at Honkamp P.C. since 2002. Friday Financial provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, businesses, and participant-directed retirement plans. The firm uses a Modern Portfolio Theory-based approach with diversified, passively managed portfolios and employs third-party managers and software to support its investment strategies.

Private / alternative investments Retirement withdrawal strategies Social Security optimization General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

John D

Series 65

Platteville, WI

Rosemeyer Management Group

John Drefcinski is a financial advisor at Rosemeyer Management Group with a Series 65 designation and one year of industry experience. His prior roles include positions at Life Time Financial Services, The Insurance Center, and Northwestern Mutual, as well as experience outside the financial industry. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and other institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to individual client needs and utilizing various analytical methods and strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Aaron C

Series 63, Series 65

Platteville, WI

Friday Financial

Aaron Cullen is a financial advisor with Friday Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Honkamp Krueger Financial Services from 2013 to 2026 and has been a partner at Honkamp, P.C., a public accounting firm, since 1997. Cullen also serves as volunteer treasurer on the board of Family Advocates, Inc., a domestic abuse shelter. Friday Financial provides investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a Modern Portfolio Theory-based approach, typically using diversified, low-turnover, passively managed portfolios supplemented by model portfolios and allocation software.

Private / alternative investments Retirement withdrawal strategies Social Security optimization General tax planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
user avatar

Daniel B

Series 63, Series 65

Platteville, WI

United Advisors America

Daniel Baxter is a financial advisor with United Advisors America and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Alliance America Corporation and Mutual of Omaha. Outside of his advisory work, he is an insurance agent for Alliance America, focusing on life and health insurance. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm employs a Modern Portfolio Theory-based investment approach, utilizing customized asset allocations and model portfolios with mutual funds, ETFs, and select exchange-traded products.

Annuities Long-term care insurance Social Security optimization Retirement income strategy Retired
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Kaley B

Series 66

Platteville, WI

Rosemeyer Management Group

Kaley Bockhop is a financial advisor at Rosemeyer Management Group with five years of industry experience. She holds the Series 66 designation and has worked at RMG Wealth Management, Rosemeyer Management Group, Compeer Financial, and Badgerland Financial. Outside of finance, she owns and operates Kaley's Cattle LLC, a livestock business. Rosemeyer Management Group is a team-based SEC-registered advisory firm serving individuals, trusts, retirement plan sponsors, and institutions. The firm manages approximately $691 million in client assets and employs a value-oriented, primarily long-only investment approach, tailoring portfolios to client needs while incorporating fundamental, technical, and cyclical analysis.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brooklyn F

Series 65

Platteville, WI

Rosemeyer Management Group

Brooklyn Flanagan is a Series 65-licensed financial advisor at Rosemeyer Management Group with two years of industry experience. Brooklyn’s background includes roles in banking, tax and accounting, and community-related activities such as working with the Badger Mine & Museum and operating a daycare service. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals and plan sponsors. The firm employs a value-oriented, long-term investment approach combined with integrated financial planning and specialized retirement services.

Active portfolio management Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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