Brian Benson (CRD# 7355999) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.
CRD# 2265858
Charles Schwab & Company, Inc.
CRD# 2178385
Abboud Financial Planning, Inc.
CRD# 2520368
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carson Wealth | Omaha, NE | Apr 2023 - Current | 1 |
| Cwm, LLC | Highlands Ranch, CO | Apr 2023 - Current | 1 |
| Cetera Advisor Networks | El Segundo, CA | Feb 2023 - Current | 1 |
| Epicurus Holdings, LLC | Highlands Ranch, CO | Feb 2023 - Current | 1 |
| Doordash | Highlands Ranch, CO | May 2022 - Current | 2 |
| Cwm, Llc Dba Carson Wealth | Highlands Ranch, CO | Feb 2023 - Apr 2023 | < 1 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | May 2022 - Jan 2023 | < 1 |
| Full-time Education | Fort Collins, CO | Aug 2018 - May 2022 | 3 |
| The Home Depot | Fort Collins, CO | May 2020 - Mar 2022 | 1 |
| Northwestern Mutual | Fort Collins, CO | May 2021 - Nov 2021 | < 1 |
| Balanced Financial Inc. | Fort Collins, CO | Aug 2020 - Apr 2021 | < 1 |
| H2o Carwash | Highlands Ranch, CO | Oct 2016 - Aug 2019 | 2 |
| Full-time Education | Highlands Ranch, CO | May 2012 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- CO
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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