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Walt Benson

Investment adviser representative at Zanetti Financial, LLC
11 yearsExperience
1 stateRegistered in
$809.4MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Zanetti Financial, LLCOct 2021 to now
  2. Walt Benson ConsultingJan 2018 to Oct 2021
  3. Footprints Home CareAug 2015 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NM).

Zanetti Financial, LLC

$809.4MAssets managed
1,481Clients
2Advisers
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
7459557
Firm CRD
282089
Advisor's SEC record (opens in a new tab)
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