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Jeffrey B

Series 66

St Cloud, MN

Cetera

Jeffrey Benda is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Wells Fargo Advisors and Granite Community Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Aaron G

Series 63, Series 65

St Cloud, MN

Cetera

Aaron Green is a financial advisor with Cetera in St Cloud, MN, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Cetera since 2018 and previously spent two years with Thrivent Financial. Outside of his advisory role, he serves as a board member for the Cathedral High School Education Foundation and is a notary public for the state of Minnesota. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and multiple program structures, managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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