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Benjamin John Strautmann

Advisor at The Life Group Financial Services — Fremont, MI

Updated today

Credentials

Series 66

Experience

3 years

Location

Fremont, MI 49412

The Life Group Financial Services logo

The Life Group Financial Services

Team

Total advisors

5

Across 4 offices

Clients per advisor

252 Very High

Avg AUM per client

$115,745 Very Low

HNW client ratio

2% Very Low

About

Benjamin Strautmann is a financial advisor at The Life Group Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Guncheon Financial, LLC, Compass Credit Union, and Raymond James Financial Services Advisors. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm manages approximately $146.2 million in client assets using a fundamental analysis approach and a core-and-satellite investment strategy.

Client services

Based on The Life Group Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on The Life Group Financial Services

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance

Occupation focus

Based on The Life Group Financial Services

Executive Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001+: 0.75%

Project-based
Subscriptions

Up to 1% of 401(k) account balance monthly or quarterly

Other

Account minimum: $250,000

Location

See office

Fremont, MI

33 W Main Street

Fremont MI 49412

Advisors at this office

1

Most active in

Michigan

Work history

3 years of industry experience

Guncheon Financial, LLC

2024 - Present • 2 years

Dubuque, IA

Compass Credit Union

2022 - 2024 • 2 years

Fremont, MI

Raymond James Financial Services Advisors, Inc.

2022 - 2022 • 1 year

Fremont, MI

Karsten Financial Group

2021 - 2022 • 1 year

Fremont, MI

Raymond James Financial Services, Inc.

2021 - 2022 • 1 year

Fremont, MI

Raymond James

2021 - 2021 • 1 year

Fremont, MI

Dupaco Community Credit Union

2018 - 2021 • 3 years

Dubuque, IA

Dubuque Bank & Trust

2018 - 2018 • 1 year

Dubuque, IA

Dupaco Community Credit Union

2015 - 2018 • 3 years

Dubuque, IA

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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Nicholas V

CFP®, Series 63, Series 66

Newaygo, MI

First Heartland Consultants, Inc.

Nicholas Vangeest is a CFP® with 15 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2010. He also has a concurrent role with Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions.

Annuities Income planning Cash flow / budgeting
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Steven B

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and has operated Oosting Burt & Associates since 1990, along with working as an enrolled agent since 1983. Outside of advising, Burt is involved in multiple business ventures including a vineyard partnership, grocery management, and serving as secretary of a pizza company. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm employs various investment approaches through discretionary and non-discretionary arrangements, utilizing platforms such as CLASSIC Plus and offers specialized retirement and annuity advisory services.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Scott O

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Centaurus Financial since 2010 and also co-owns Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services for over three decades. Outside of financial services, Oosting is involved in training and breeding Standardbred racehorses and participates in agricultural and retail businesses including crop raising, custom butchering of beef, and water-powered jetpack rentals. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mixture of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Daniel P

Series 65

N. Muskegan, MI

Brookstone Capital Management LLC

Daniel Peacock is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Brookstone Capital Management LLC and has been with White Pine Investment Management since 2012. In addition to his advisory work, he also operates as an independent life and health insurance agent for Reed Financial Services. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Jacob B

Series 66

Fremont, MI

Centaurus Financial, Inc.

Jacob Burt is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Oosting, Burt & Associates LLP, where he also assists with tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized consulting through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Kyleigh K

Series 63, Series 65

Fremont, MI

Ameriprise

Kyleigh Karell is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, JPMorgan Chase Bank, and The Huntington Investment Company. Outside of her advisory role, she engages in social media affiliate marketing for platforms such as TikTok, Walmart, and Amazon. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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