If it needs problem-solving, strategizing, or planning, Ben is always happy to help. As a Wealth Advisor for Ovation Wealth Advisors, Ben wears many hats and serves as his clients’ go-to resource for all things investment and retirement planning. Growing up, Ben held a variety of jobs (including lift operator, gardener, and school bus driver), but eventually he found is place in the financial world. His formal training comes from his degree from Luther College, his CERTIFIED FINANCIAL PLANNER™ designation, and his Series 7 and 66 securities registrations. Being a CFP® professional means that Ben has committed himself to furthering his education and serving in his clients’ best interests.
Ben has always been passionate about helping his clients and was excited to start his own firm to be able to adequately and efficiently serve them. In some of his past positions, he was often penalized for taking the extra time to get to know clients and past companies were driven solely by their bottom line. He decided to jump on the opportunity to become an independent advisor and has never looked back since. He is a problem-solver at heart and believes that the best days are the ones that start with a random question and end with an answer, a challenge he gets to take on with his clients every day. Ben’s hero is his grandpa, Norman, a man who, despite his hard background, never complained and taught Ben what a privilege life is, a mentality he tries to continue in his grandfather’s footsteps.
Ben has an insatiable desire for travel and is always browsing travel apps on his phone and planning his next trip. He also enjoys living vicariously through his clients and their trips and often provides travel tips and recommendations if they ask. He loves getting away from the daily routine, exploring new places, and seeing how other people live. In addition to traveling, he loves spending time with his wife, Meghan, biking, eating, collecting wine, skiing, and being outside.
Ben Rosholt maintains 100% of the beneficial ownership of Ovation Wealth Advisors