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James Paul Benson

CORNERSTONE INVESTMENT ADVISORS, LLC·BAXTER, Minnesota
SIE, Series 7, Series 63, Series 6621 years registeredCORNERSTONE INVESTMENT ADVISORS, LLC
14275 GOLF COURSE DR., SUITE 140, BAXTER, MN 56425CRD# 2147405Firm CRD# 138509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Paul Benson · BAXTER, MN
Registration
CRD #2147405 · CORNERSTONE INVESTMENT ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

OSAIC WEALTH, INC.
Feb 2024 – present
CETERA INVESTMENT ADVISERS LLC
Jun 2023 – Feb 2024
BAXTER, MN
ADVISORNET WEALTH PARTNERS
Aug 2016 – Feb 2024
Perham, MN
CETERA ADVISOR NETWORKS LLC
Mar 2016 – Jun 2023
BAXTER, MN
CORNERSTONE INVESTMENT ADVISORS, LLC
Apr 2012 – Feb 2017
BAXTER, MN
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
Aug 2005 – Apr 2016
BAXTER, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · August 2, 2005
Years registered · 21
03

Disclosure History

2025Customer Dispute·Pending
2014Customer Dispute·Settled
2010Customer Dispute·Denied
2002Customer Dispute·Denied

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 138509 · SEC 801-77765
AUM
$105M
Regulatory assets under management
Employees
7
845 client accounts
Services offered by CORNERSTONE INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CORNERSTONE INVESTMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does James Paul Benson offer?
James Paul Benson specializes in Financial Planning, Investment Management. Contact their office in BAXTER, Minnesota for a consultation.
What are James Paul Benson's credentials?
James Paul Benson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Paul Benson located?
James Paul Benson is based in BAXTER, Minnesota, working with CORNERSTONE INVESTMENT ADVISORS, LLC. Their office serves clients in the BAXTER metropolitan area and surrounding communities.
How does James Paul Benson charge for services?
James Paul Benson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORNERSTONE INVESTMENT ADVISORS, LLC?
CORNERSTONE INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORNERSTONE INVESTMENT ADVISORS, LLC

David Michael Lauer
BAXTER, MN

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