Timothy Bennion (CRD# 6089005) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eugene, OR and has over 11 years of experience in the finance industry.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Bennion Financial | Eugene, OR | Sep 2023 - Current | < 1 |
Cetera Financial Specialists LLC | Schaumburg, IL | Jun 2020 - Current | 3 |
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2020 - Current | 3 |
Tim K Bennion Cpa, Llc, Dba For Financial Services | Creswell, OR | Jun 2016 - Current | 7 |
Es&a Sign Corp | Eugene, OR | Feb 2008 - May 2023 | 15 |
Hd Vest Insurance Agency, LLC | Irving, TX | Dec 2018 - Jun 2020 | 1 |
H.d. Advisory Services | Creswell, OR | Nov 2012 - Jun 2020 | 7 |
H.d. Vest Investment Services | Eugene, OR | Jun 2012 - Jun 2020 | 8 |
Sheppard Motors, Ltd | Eugene, OR | Jun 2019 - Nov 2019 | < 1 |
Knecht's Of Springfield, Inc. | Springfield, OR | Jun 2009 - Jul 2017 | 8 |
Ray M Settelmeyer, Cpa, Pc | Eugene, OR | Dec 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- OR
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Total Assets Under Management33,356MILLIONS
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Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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