Aksana Munoz
Investment adviser representative at Benefit Financial Services Group
13 yearsExperience
1 stateRegistered in
$1.5BFirm 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 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
13 years in the industry.
- Benefit Financial Services GroupJun 2014 to now
- Bfsg, LLCApr 2014 to now
- Benefit Funding Services GroupFeb 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Benefit Financial Services Group
Legal name: Bfsg, LLC
$1.5BAssets managed
887Clients
25Advisers
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
- 6177063
- Firm CRD
- 143617