Milo Mark Benningfield
Investment adviser representative at Benningfield Financial Advisors, LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$284.3MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Benningfield Financial Advisors, LLCMar 2003 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
Benningfield Financial Advisors, LLC
$284.3MAssets managed
48Clients
3Advisers
12 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
- 4937721
- Firm CRD
- 134950