Isaac Joseph Benner
Investment adviser representative at Boulevard
15 yearsExperience
1 stateRegistered in
$119.5MFirm assets
Under 1 yearFirm 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 feeCommissionsOther
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
15 years in the industry.
- BoulevardNov 2022 to now
- Boulevard Wealth ManagementAug 2022 to now
- The Oak Ridge Financial Services Group, IncMay 2021 to Aug 2022
- White Oaks Wealth AdvisorsMay 2020 to Aug 2020
- The Edge Pub and EateryMay 2019 to Aug 2019
- Republican Party of MnJul 2018 to Nov 2018
- General Beer NorthwestMay 2018 to Jul 2018
- The Edge Pub & EateryMay 2018 to Jul 2018
- University of Minnesota - DuluthAug 2017 to May 2021
- Cbs Squared, IncJun 2017 to Aug 2017
- Wissota ChophouseSep 2016 to Jun 2017
- Chippewa Falls Public SchoolsJun 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MN).
Boulevard
Legal name: Boulevard Wealth Management, Inc.
$119.5MAssets managed
268Clients
4Advisers
Under 1 yearIn 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
- 7395679
- Firm CRD
- 164423