Alexander George Benson
Investment adviser representative at Birchcreek Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$300.1MFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Birchcreek Wealth Management, LLCJul 2026 to now
- The Reynolds and Reynolds CompanyMay 2023 to Jun 2026
- Miami Valley SandJan 2022 to May 2023
- Home DepotApr 2020 to May 2021
- University of DaytonAug 2019 to May 2023
- Five Season Family Sports ClubMay 2016 to Dec 2019
- Bellbrook High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Birchcreek Wealth Management, LLC
$300.1MAssets managed
198Clients
5Advisers
7 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
- 8311198
- Firm CRD
- 304207