Benjamin Holzhauser has been Co-Founder, CCO, Financial Advisor, Shareholder of Five Pine Wealth Management since January 2021, is a control person of the firm and directly owns between 50% and 75% of it. Benjamin Holzhauser holds a Bachelor of Arts from the University of California, Riverside and a Master of Science (MSc) from the University of Edinburgh.
Five Pine Wealth Management Inc. is a Coeur D'Alene, ID firm with $192M under management, 350 clients and 3 advisers in one office, as of its February 2026 filing.
Ben Holzhauser is Co-Founder and Financial Advisor of Five Pine Wealth Management. Before co-founding the firm, Holzhauser served as Vice President of Midwest Markets for a boutique private equity firm, and earlier worked with a small team that acquired commercial real estate portfolios. Holzhauser has over 15 years of experience across a variety of roles in financial services.
Benjamin Holzhauser’s longest registration is the current one, 4 years at Five Pine Wealth Management since 2022. Before joining Five Pine Wealth Management in 2022, Benjamin Holzhauser was registered through Centaurus Financial, Inc.
- Five Pine WealthCurrent– present · 4 yearsCoeur D'Alene, ID · Adviser representative · Firm CRD 317657
- Centaurus Financial, Inc.– · 4 yearsCoeur D' Alene, ID · Adviser representative · Firm CRD 30833
Investment adviser representative registrations
Benjamin Holzhauser is registered as an investment adviser representative in 7 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Arizona, in July 2024.
- ArizonaSince 23 July 2024
- CaliforniaSince 27 June 2024
- IdahoSince 14 January 2022
- MontanaSince 27 June 2024
- OregonSince 1 July 2024
- TexasResidentSince 3 January 2024
- WashingtonSince 27 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 May 2017 |
| Series 7 | General Securities Representative Examination | 17 December 2015 |
| Series 22 | Direct Participation Programs Representative Examination | 9 March 2015 |
| Series 62 | Corporate Securities Limited Representative Examination | 30 April 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 March 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Benjamin Edward Holzhauser
- CRD
- 6166950
- Firm
- Five Pine Wealth Management · CRD 317657
- Role
- Co-Founder, CCO, Financial Advisor, Shareholder
- Office
- 250 NORTHWEST BLVD., SUITE 111, Coeur D'Alene, ID 83814
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fivepinewealth.com
Where does Benjamin Holzhauser work?
Benjamin Holzhauser has been Co-Founder, CCO, Financial Advisor, Shareholder of Five Pine Wealth Management Inc. since January 2021, and is a control person of the firm.
Is Benjamin Holzhauser a financial advisor?
Yes. Benjamin Holzhauser has a current investment-adviser registration in Arizona, California, Idaho, Montana, Oregon, Texas and Washington, through Five Pine Wealth Management since January 2022.
How many years of experience does Benjamin Holzhauser have?
Benjamin Holzhauser has 12 years in the financial industry, since June 2014, across 2 adviser firms.
What exams has Benjamin Holzhauser passed?
Benjamin Holzhauser has passed 5 licensing exams: the Series 63, Series 62, Series 22, Series 7 and Series 65. The earliest, the Series 63, was passed in March 2014. FINRA credited Benjamin Holzhauser with the SIE, which began in October 2018.
Where is Benjamin Holzhauser based?
Benjamin Holzhauser’s registered office is in Coeur D'Alene, ID.
Is Benjamin Holzhauser registered with FINRA?
No. Benjamin Holzhauser has no current broker registration.
How can I verify Benjamin Holzhauser’s record?
Search CRD 6166950 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Holzhauser’s full registration record.
