Lawson P Wlodkowski
Investment adviser representative at Benchmark Financial Wealth Advisors LLC
13 yearsExperience
2 statesRegistered in
$766.1MFirm assets
9 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Benchmark Financial Wealth Advisors LLCSep 2025 to now
- TravelingJun 2025 to Sep 2025
- University of FloridaJun 2024 to May 2025
- Morgan StanleyAug 2023 to Jun 2024
- Rmh Investment Management LLCAug 2022 to Jun 2023
- Morgan StanleyJun 2022 to Aug 2022
- Amateurgolf.comJan 2021 to Dec 2021
- University of ArizonaAug 2019 to May 2023
- Carlsbad Unified School DistrictJan 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Benchmark Financial Wealth Advisors LLC
$766.1MAssets managed
366Clients
7Advisers
9 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
- 7527174
- Firm CRD
- 287966