Benjamin Daniel Ollila
Investment adviser representative at Strategic Wealth Group
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Strategic Wealth GroupMay 2025 to now
- LPL Financial, LLCMay 2025 to now
- Strategic Wealth Group Registered Investment Advisors, LLCMay 2025 to now
- Mto Properties LLCDec 2022 to now
- Edgewater Team, LLCJul 2011 to now
- Benjamin Ollila, Sole ProprietorAug 2007 to now
- Thrivent Investment Management Inc.Jul 2008 to May 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
Strategic Wealth Group
Legal name: Strategic Wealth Group Registered Investment Advisor, LLC
$1.5BAssets managed
3,557Clients
23Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5375626
- Firm CRD
- 284430