Zachary Penn Benton
Investment adviser representative at Illumination Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$471.1MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Illumination Wealth ManagementApr 2026 to now
- Focus Partners Wealth, LLCJul 2024 to Apr 2026
- The Colony Group, LLCMar 2024 to Jul 2024
- E-money Advisor LLCJan 2022 to Mar 2024
- Ameriprise Financial Services, LLCMay 2021 to Aug 2021
- Kasch, Levitch, Mcaleer and AssociatesDec 2020 to Aug 2021
- Mass Mutual CommonwealthMay 2020 to Jun 2020
- Chesapeake BankMay 2019 to Aug 2019
- Chesapeake BankMay 2018 to Aug 2018
- Virginia TechAug 2017 to Dec 2021
- Lancaster High SchoolSep 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Illumination Wealth Management
Legal name: Rinkey Investments
$471.1MAssets managed
215Clients
10Advisers
4 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
- 7320149
- Firm CRD
- 149576