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Adam Nathan Benson

SUMMIT CREEK ADVISORS, LLC·MINNEAPOLIS, Minnesota
Series 7, Series 63Clean record13 years registeredSUMMIT CREEK ADVISORS, LLC
120 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402CRD# 2441190Firm CRD# 135496

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Nathan Benson · MINNEAPOLIS, MN
Registration
CRD #2441190 · SUMMIT CREEK ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT CREEK ADVISORS
May 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · May 6, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUMMIT CREEK ADVISORS, LLC
CRD 135496 · SEC 801-70380
AUM
$763M
Regulatory assets under management
Employees
8
34 client accounts
Services offered by SUMMIT CREEK ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at SUMMIT CREEK ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Adam Nathan Benson offer?
Adam Nathan Benson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Adam Nathan Benson's credentials?
Adam Nathan Benson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Nathan Benson located?
Adam Nathan Benson is based in MINNEAPOLIS, Minnesota, working with SUMMIT CREEK ADVISORS, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Adam Nathan Benson charge for services?
Adam Nathan Benson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT CREEK ADVISORS, LLC?
SUMMIT CREEK ADVISORS, LLC has approximately 8 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT CREEK ADVISORS, LLC

Joseph John Docter
MINNEAPOLIS, MN
John David Crowther
MINNEAPOLIS, MN
CFA

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