Benson Mathews, financial advisor Reno NV

Benson Mathews

CRD Number: 4574483
Current Firm: Vantage Wealth Planning

Benson Mathews (CRD# 4574483) is an Investment Advisor Representative working at Vantage Wealth Planning in Reno, NV and has over 14 years of experience in the finance industry. Benson Mathews 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
Vantage Wealth Planning Reno, NV Sep 2017 - Current 6
Tiaa Reno, NV Jun 2014 - Sep 2017 3
Tiaa-cref Individual & Institutional Services, LLC Reno, NV Jun 2014 - Sep 2017 3
Charles Schwab & Company, Inc. Reno, NV Apr 2014 - Jun 2014 < 1
Charles Schwab Bank Reno, NV Apr 2014 - Jun 2014 < 1
Cornerstone Advisors, Inc. Bellevue, WA Aug 2010 - Apr 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2010
S63 Uniform Securities State Law Examination Mar 2015
Contact Info for Benson P. Mathews
Phone Number: 775-502-8484
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    663
    ACCOUNTS
  • Average Account Value
    $256,030
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
Types of Clients
Registered States

CA, NV, TX

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