Benjamin Bender (CRD# 4675927) is an Investment Advisor Representative working at Cwm, LLC in Highlands Ranch, CO and has over 20 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carson Wealth | Highlands Ranch, CO | Aug 2020 - Current | 3 |
| Epicurus Holdings, LLC | Highlands Ranch, CO | Jul 2020 - Current | 3 |
| Cwm, Llc Dba Carson Group Partners | Omaha, NE | Apr 2019 - Current | 5 |
| Cetera Advisor Networks | El Segundo, CA | Apr 2019 - Current | 5 |
| Bender Financial Services | Highlands Ranch, CO | Jan 2014 - Current | 10 |
| Bender Financial Services | Littleton, CO | Jan 2014 - Aug 2020 | 6 |
| Capitas Financial | Littleton, CO | Nov 2015 - Apr 2019 | 3 |
| Insurance Designers Of Colorado | Littleton, CO | Jan 2015 - Apr 2019 | 4 |
| Raymond James Financial Services Advisors Inc. | Highlands Ranch, CO | Jan 2014 - Apr 2019 | 5 |
| Raymond James Financial Services, Inc. | Highlands Ranch, CO | Jan 2014 - Apr 2019 | 5 |
| Benjamin Bender | Littleton, CO | Feb 2016 - Nov 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- CO
- LA
- TX
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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)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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