Ben has been an advisor of Northwestern Mutual since 2000. He quickly realized this was his passion and loves helping families and businesses plan for their financial future. Ben diligently gets to know each one of his clients and develops a level of trust and mutual respect that his clients value. He believes in a holistic approach to assisting people in planning their futures, and is gratified by helping others reach their goals and dreams. Ben builds relationships for a lifetime, living alongside his clients, allowing him to aid his clients in all current and future financial phases.

Ben believes in continued education and personal business growth for himself and his multi-disciplined team. Therefore, Ben has committed to reaching the highest levels of certifications and designations within the industry and has steadily done so throughout his career. This persuit allows Ben to commit to delivering the expertise in wealth management and planning strategies to his clients.

Education & Training

  • CFP® - Certified Financial Planner
  • ChFC® - Chartered Financial Consultant
  • CLU® - Chartered Life Underwriter
  • Series 7, 66, 63, and 6
  • Life and Health Insurance License
  • Wealth Management Advisor
  • B.A., Colorado College, Russian and Comparative Literature


  • Northwestern Mutual Forum Acheiver 2012-2017
  • Northwestern Mutual Western Regional Top 10 2015
  • Northwestern Mutual Financial Security Award Top 100 2013-2017
  • Million Dollar Round Table Qualifier 2005-2009
  • NAIFA Quality Award 2011-2015

Associations and Memberships

  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Member of Colorado Association of Insurance and Financial Advisors (CAIFA)
  • President of NAIFA - Colorado Springs 2010-2011
  • Colorado Springs Estate Planning Council

In the News and Community

  • Ben was featured in a Colorado Springs Business Journal article about DEBT MANAGEMENT. Click here to read the full article.
  • In this article, Ben talks about BUSINESS OWNER TO RETIREE transitions. Check it out!
  • We're proud to be a sponsor of the Denver Post's Pen & Podium, a five-part lecture series featuring some of the world's most distinguished writers. In November 2018, Ben Harvey took the stage as moderator joining The New York Times best-selling novelist, Amor Towles.

Benjamin Joseph Harvey, CLU®, ChFC®, CFP®
Wealth Management Advisor

Summation Wealth Group


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck