Daniel Bensema, financial advisor Miami FL

Daniel Bensema

CRD Number: 7077193
Current Firm: Corient

Daniel Bensema (CRD# 7077193) is an Investment Advisor Representative working at Corient in Miami, FL and has over 4 years of experience in the finance industry. Daniel Bensema 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
Corient Services LLC Miami, FL Jul 2023 - Current < 1
Corient Marion, IA Jan 2023 - Current 1
Cipw Service Company, LLC Toronto, Jan 2023 - Jul 2023 < 1
Surevest Private Wealth Los Angeles, CA Jul 2021 - Mar 2023 1
Robert W. Baird & Company Incorporated Cedar Rapids, IA Feb 2019 - Jul 2021 2
Rockwell Collins Cedar Rapids, IA May 2007 - Feb 2019 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Daniel J. Bensema
Phone Number: (305) 735-2020
Firm Website: https://www.corient.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    94,617
    MILLIONS
  • Total Number of Accounts
    79,738
    ACCOUNTS
  • Average Account Value
    $1,186,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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