Benjamin Westney, financial advisor Garden Ridge TX

Benjamin Westney

CRD Number: 6258437
Current Firm: Pensionmark Financial Group, LLC

Benjamin Westney (CRD# 6258437) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 10 years of experience in the finance industry. Benjamin Westney 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.

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Professional Designations
Company Name Location Dates Years
Pensionmark Securities, LLC Santa Barbara, CA Oct 2017 - Current 6
Pensionmark Financial Group, Llc Dba Wd Pensionmark Santa Barbara, CA Oct 2017 - Current 6
Freelance Classical Musician San Antonio, TX May 2003 - Current 20
Minnesota Life Ins Co St Paul, MN Oct 2013 - Oct 2017 4
Securian Financial Services, Inc. St Paul, MN Oct 2013 - Oct 2017 4
Planto Roe Financial Svcs Inc. San Antonio, TX Oct 2013 - Oct 2017 4
Austin Symphony Austin, TX Sep 2004 - Apr 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Benjamin W. Westney
Phone Number: 888-201-5488
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    26,623
    MILLIONS
  • Total Number of Accounts
    7,380
    ACCOUNTS
  • Average Account Value
    $3,607,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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