Matthew Richard Benson
Investment adviser representative at Focus Financial
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Osaic Wealth, Inc.Jun 2023 to now
- Focus FinancialApr 2023 to now
- Focus Financial Network, Inc.Apr 2023 to now
- Royal Alliance Associates, Inc.Apr 2023 to Jun 2023
- United Planners Financial Services of AmericaNov 2017 to Mar 2023
- Lee Stoerzinger Inc.Dec 2015 to Mar 2023
- Sii Investments, IncDec 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (MN).
Focus Financial
Legal name: Focus Financial Network, Inc.
$6.8BAssets managed
13,684Clients
121Advisers
16 yearsIn 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
- 4699437
- Firm CRD
- 116140