Benjamin Payton (CRD# 6890472) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cody, WY and has over 5 years of experience in the finance industry. Benjamin Payton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4097699
Edward Jones
CRD# 4802850
Thrivent Investment Management Inc.
CRD# 1801298
Thrivent Investment Management Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Cody, WY | Aug 2021 - Current | 2 |
| Lpl Financial, LLC | Cody, WY | Apr 2020 - Current | 4 |
| Level Four Advisory Services, LLC | Cody, WY | Jun 2020 - Aug 2021 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2019 - Mar 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Grand Forks, ND | Jun 2018 - Mar 2020 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2018 - Mar 2020 | 2 |
| University Of North Dakota | Grand Forks, ND | Aug 2016 - May 2019 | 2 |
| Menards | Grand Forks, ND | Apr 2017 - Aug 2018 | 1 |
| Und Dining Services | Grand Forks, ND | Jan 2017 - Apr 2017 | < 1 |
| Cody Handyman | Cody, WY | May 2016 - Aug 2016 | < 1 |
| Taco Johns | Cody, WY | Aug 2015 - Apr 2016 | < 1 |
| Cody Handyman | Cody, WY | Jun 2015 - Aug 2015 | < 1 |
| Student | Cody, WY | Jul 2011 - Jun 2015 | 3 |
| Taco Johns | Cody, WY | Aug 2014 - May 2015 | < 1 |
| Tct West | Cody, WY | Aug 2013 - Dec 2014 | 1 |
| Jerry Thiel And Sons Construction | Cody, WY | May 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- WY
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Total Assets Under Management12,394MILLIONS
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
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