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Gavin Walker Grove

Investment adviser representative at Benefit Financial Services Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsHourlyFixed or flat feeOther

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

10 years in the industry.

  1. Benefit Financial Services GroupJun 2026 to now
  2. United PlannersNov 2025 to Jun 2026
  3. Gavin GroveOct 2024 to Jun 2026
  4. Osaic Wealth, Inc.Jun 2024 to Nov 2025
  5. Pfg Advisors, LLCFeb 2024 to Jun 2026
  6. Securities America, Inc.Jan 2024 to Jun 2024
  7. UnemployedAug 2023 to Jan 2024
  8. The Vanguard Group, IncJun 2022 to Aug 2023
  9. The North FaceFeb 2022 to May 2022
  10. Alliance Defending FreedomDec 2021 to Dec 2021
  11. Grove City CollegeAug 2021 to Feb 2022
  12. Alliance Defending FreedomMay 2021 to Aug 2021
  13. Self EmployedDec 2020 to Jun 2022
  14. Grove City CollegeAug 2020 to May 2021
  15. Leslie Pro Pool SupplyMay 2020 to Aug 2020
  16. Alliance Defending FreedomJun 2019 to Aug 2019
  17. Grove City CollegeAug 2018 to May 2020
  18. SkyzoneJun 2018 to Aug 2018
  19. SafewayDec 2016 to Mar 2018
  20. High SchoolJun 2016 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Benefit Financial Services Group

Legal name: Bfsg, LLC

$1.5BAssets managed
887Clients
25Advisers
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
7586230
Firm CRD
143617
Advisor's SEC record (opens in a new tab)
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