Benjamin Bruins, ChFC in

Benjamin Bruins, ChFC

Questioner · DISC type c
Financial Advisor at Osaic Wealth
📍 Clive, Iowa, United States

Benjamin Bruins is a Financial Advisor at Osaic Wealth and Vice President at First Heartland Financial Group with over 24 years of industry experience. A graduate of Drake University, he holds the Chartered Financial Consultant (ChFC) credential and focuses on personalized financial planning and investment management for individuals and businesses.

While his public profile centers on his financial expertise, his professional activities suggest a deep commitment to guiding clients through complex economic landscapes. He partners with 10 other advisors, indicating a collaborative approach to developing client solutions.

Unique fact: He works with a diverse client base that ranges from individuals and families to executives and entire corporations.

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Experience
24 Years
Current Role
Financial Advisor
Job Level
Senior
Location
Clive, Iowa, United States
Personality Overview

How Benjamin shows up

Not Easily Convinced
Price-Sensitive
Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Priorities

Topics Benjamin cares about

Retirement Planning
His stated goal is to help clients achieve their retirement goals using comprehensive, personalized financial planning and investment strategies.
Investment Management
He focuses on custom investment management using stocks, ETFs, and mutual funds, with a particular emphasis on creating tax-efficient portfolios for clients.
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Career

Work history

1-2025
Financial Advisor
Osaic Wealth
6-2001
Vice President
First Heartland Financial Group
2-2010 - 5-2025
Financial Advisor
Osaic FS
6-2001 - 2-2010
Financial Advisor
John Hancock Financial Network
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1997 - 2001
Bachelors of Science
Drake University
1993 - 1997
Education details unavailable
Saint Anthony Village High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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Earth Rated
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