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Benjamin Taylor

Advisor at Ameriprise — Lyons, OH

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

17 years

Location

Lyons, OH

Ameriprise logo

Ameriprise

Institution

Total advisors

13,128

Across 4,275 offices

Clients per advisor

105 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Benjamin Taylor is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Huntington Investment Company, Axa Advisors, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he is an assistant football coach at Pike Delta York High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by a centralized service team and an investment approach that incorporates proprietary research and third-party data.

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

Lyons, OH

Lyons OH

Advisors at this office

1

Most active in

Ohio

Work history

17 years of industry experience

Ameriprise

2026 - Present • 1 year

Maumee, OH

Ameriprise Financial Services, LLC

2026 - Present • 1 year

Maumee, OH

Huntington Investment Company

2019 - 2026 • 7 years

Toledo, OH

Axa Advisors, Llc

2016 - 2019 • 3 years

New York, NY

Securian Financial Services, Inc.

2013 - 2016 • 3 years

Toledo, OH

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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Ned W

Series 63, Series 65

Archbold, OH

Childs Investment Group, Inc.

Ned Wyse is a financial advisor with Childs Investment Group, Inc. in Archbold, OH, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked with firms including 724 Capital, LLC and National Planning Corporation. Outside of advising, he owns and operates Wyse Refrigeration and Appliance Services, a part-time repair service business. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities. The firm develops tailored financial plans without managing client securities or exercising investment discretion, coordinating with clients’ chosen broker-dealers or third-party advisers for implementation.

General tax planning
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Kirk W

Series 66

Archbold, OH

Childs Investment Group, Inc.

Kirk Weldy is a financial advisor with 16 years of industry experience, currently affiliated with 724 Capital, LLC. He holds the Series 66 designation and has worked at firms including ProEquities, Inc. and Childs Investment Group. Outside of his advisory roles, he serves as an officer and board member of the Archbold Rotary Club and is the head junior varsity baseball coach at his local high school. 724 Capital serves individual and high-net-worth clients, corporations, and employee benefit plans, offering portfolio management, financial planning, and pension consulting. The firm employs a blend of analytic approaches and investment strategies, including long-term trading, margin, and options, with regular account reviews and a requirement that clients use Fidelity Brokerage Services LLC as custodian.

General tax planning
user avatar

Michael C

Series 63, Series 66

Archbold, OH

Childs Investment Group, Inc.

Michael Childs is a financial advisor with Childs Investment Group, Inc. He holds Series 63 and Series 66 credentials and has 35 years of industry experience. He serves on the Board of Visitors at Taylor University and holds officer positions in multiple business ventures, including charitable consulting and governance roles with nonprofit organizations. Childs Investment Group provides financial planning and advisory services to families, high-net-worth individuals, and various entities such as trusts, estates, and charitable organizations. The firm develops tailored financial plans without exercising investment discretion and coordinates implementation through clients’ chosen brokers or third-party advisers.

General tax planning
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Andres P

Series 63

Archbold, OH

724 Capital, LLC

Andres Peterson is a financial advisor with 23 years of industry experience, currently serving at 724 Capital, LLC. He holds the Series 63 designation and has worked at several firms including F3 Logic, Independent Financial Group, and National Planning Corporation. In addition to his advisory role, Peterson is involved in term life insurance sales. 724 Capital, LLC manages approximately $259 million for individuals, corporations, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm combines various analytical methods and employs diversified investment strategies while preparing tailored Investment Policy Statements for each client.

Options & derivatives strategies Active portfolio management
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Alan W

Series 63, Series 66

Archbold, OH

724 Capital, LLC

Alan Wyse is a financial advisor with 26 years of industry experience, currently at 724 Capital, LLC. He holds Series 63 and Series 66 licenses and has worked at firms including CIG Financial Services, Inc. and National Planning Corporation. Wyse serves as a board member for Goodville Mutual Casualty Company, a property and casualty insurance company. 724 Capital, LLC manages approximately $259 million for individuals, businesses, and retirement plans, offering portfolio management, pension consulting, and financial planning. The firm integrates various analytical methods and typically operates with discretionary trading authority, utilizing a broad range of investment vehicles.

Options & derivatives strategies Active portfolio management
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Hudson C

Series 65

Archbold, OH

724 Capital, LLC

Hudson Childs is a financial advisor with 724 Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked at Sauder Manufacturing and Systech Handling. 724 Capital, LLC manages approximately $259 million and provides portfolio management, pension consulting, and financial planning services to individuals, corporations, and retirement plans. The firm uses a combination of model allocations and customized plans, employing various analytical methods and conducting monthly account reviews.

Options & derivatives strategies Active portfolio management
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