Hi – My name is Benjamin Barrett, and I am a community member, husband and financial advisor. I am passionate about my family, my community and athletics (football, hiking and running). Currently, I serve on the Cold Spring chamber of commerce board, volunteer through the St. Cloud Rotaract Club and serve as a regional coordinator for the Walk to End Alzheimer's. My wife, Kate, and I were married in June of 2018. We currently have two beautiful dogs, Kennedy and Bentley.

I have a passion for finding solutions, so in our branch, we work with people who need help with organizing, building, protecting and transferring wealth. We work closely with your professional team (attorney, CPA and other professionals) to make sure everyone is working together to help you achieve your financial and life goals.

I value relationships first, so regarding serving clients, I live by my value statement: There is nothing more important to me than understanding what's important to you! Only then can you and I work through our established process to help you build personalized strategies and the specific actions needed to achieve your goals. If you have any questions, feel free to give the office a call or send an email.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Personal Fitness
  • Woodworking
  • Home Improvement
  • Volunteering

Office Information

Office Address

2848 2nd Street S Suite 195 St Cloud, MN 56301

Office Hours

Office Hours
Weekday Availability
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 07:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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