Benton Stockert
Investment adviser representative at Allworth Financial, L.P.
11 yearsExperience
2 statesRegistered in
$33.6BFirm 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 assetsFixed or flat feePerformance-based
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
11 years in the industry.
- Allworth Financial, L.P.Jul 2026 to now
- Keen Wealth AdvisorsJul 2024 to Jun 2026
- Charles Schwab Bank, SsbMay 2023 to May 2024
- Charles Schwab & Co., Inc.Jan 2021 to May 2024
- UnemployedAug 2020 to Jan 2021
- Campus Acquisi. Ca VentureMar 2019 to Jun 2020
- Pinnacle-an Am Mgmt Svc Co.Sep 2017 to Mar 2019
- Dairy QueenMay 2017 to Aug 2017
- Colorado State UniversityAug 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
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
- 7330466
- Firm CRD
- 111167