Benjamin Bjork
Investment adviser representative at Navista Wealth Management, Inc.
32 yearsExperience
2 statesRegistered in
$709.6MFirm assets
2 yearsFirm in business
Are you Benjamin Bjork? Claim your profile
Contact this firm
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
32 years in the industry.
- Navista Wealth Management, Inc.Jul 2024 to now
- Bjork Financial Services IncApr 1994 to now
- Cabot Lodge Securities LLCOct 2024 to Oct 2025
- Acrew CorporationJun 2020 to Jan 2023
- Raymond James Financial Services Advisors Inc.May 2017 to Sep 2024
- Birch Cove Group Ltd.Apr 2017 to Sep 2024
- Raymond James Financial Services, Inc.Mar 2017 to Sep 2024
- Putnam Retail ManagementSep 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Navista Wealth Management, Inc.
$709.6MAssets managed
402Clients
4Advisers
2 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
- 6207368
- Firm CRD
- 332373