Clayton Robert Benway
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm 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 assetsHourlyFixed or flat fee
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
10 years in the industry.
- Osaic Institutions, Inc.Oct 2022 to now
- AlerusSep 2022 to now
- Osaic Institutions, Inc. (formely Infinex)Sep 2022 to now
- UnemployedDec 2021 to Sep 2022
- TD AmeritradeNov 2018 to Dec 2021
- UnemployedJul 2018 to Nov 2018
- Randstad ProfessionalsNov 2017 to Jun 2018
- Full-time EducationJul 2017 to Oct 2017
- UnemployedDec 2016 to Jun 2017
- Dowling and YahnkeJul 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 5707618
- Firm CRD
- 35371