Barrett Oliver Benson
Investment adviser representative at Benson Wealth Management, Inc.
24 yearsExperience
2 statesRegistered in
$124.8MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Infinity Financial ServicesFeb 2016 to now
- Benson Wealth Management, Inc.Dec 2014 to now
- Barrett Benson, Sole ProprietorJul 2002 to now
- Spelts Wealth Management, Inc dba Benson Wealth Management Inc.Oct 2012 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TN).
Benson Wealth Management, Inc.
$124.8MAssets managed
308Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4013223
- Firm CRD
- 318898