Ben Bouman
Investment Advisor Representative at Alpine Financial Partners
- Role
- Investment Advisor Representative at Cetera Advisors Llc
- Location
- Los Alamos, NM, US
- LinkedIn followers
- 500 followers
About Ben Bouman
Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC…
Experience
Investment Advisor Representative
Aug 2013 — Present
I am the sole proprietor of Alpine Financial Partners, an Independent Investment Advisor for businesses and individuals. I work with retirement rollovers, brokerage accounts, college savining 529\'s, annuities, REIT\'s, BDC\'s, mutual funds, stocks, ETF\'s, ETN\'s. I also establish and or manage employer sponsored plans. Individual or group life and long term care. I am licensed to transact business in multiple states. I hold a Series 7 and Series 66 licence as well as state life and health.Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Education
The University of New Mexico
Business Administration and Management, General
1992 — 1998
Skills
- Marketing
- Fixed Annuities
- Stocks
- 401k Rollovers
- Strategic Planning
- Life Insurance
- Finance
- Bdcs
- Series 7
- Qualified Retirement Plans
- Sales
- Retirement Planning
- Retirement Plan Consulting
- Asset Allocation
- Mutual Funds
- Leadership
- Etfs
- Uniform Combined State Law
- Business Development
- Wealth Management
- Management
- Financial Services
- Investments
- Sales Management
- Iras
- Variable Annuities
- Long Term Care Insurance
- Series 66
- Reit
- Indexed Annuities
- New Business Development
- Securities
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