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Adam Nathan Benson

SUMMIT CREEK ADVISORS, LLC·MINNEAPOLIS, Minnesota
Unclaimed Profile
120 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402CRD# 2441190Firm CRD# 135496
01

About

Adam Nathan Benson is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with SUMMIT CREEK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SUMMIT CREEK ADVISORS, LLC
SUMMIT CREEK ADVISORS
AUM
$763M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SUMMIT CREEK ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2441190
Firm CRD# 135496
No disclosures on file
View on FINRA BrokerCheck →

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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 in MINNEAPOLIS
Mary Horsch — CHURCHILL EQUITY INCF. Clayton Miller — STONE ARCH CAPITAL, LLCDennis Lee Senneseth — HEADWATER ADVISOR, LLCCharles Victor Marais — GREENWAY MANAGEMENT LLCJoseph John Docter — SUMMIT CREEK ADVISORS, LLC
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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