Unclaimed Profile

Adam Nathan Benson

SUMMIT CREEK ADVISORS, LLC·MINNEAPOLIS, Minnesota

Clean recordSUMMIT 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SUMMIT CREEK ADVISORS, LLC

SUMMIT CREEK ADVISORS

AUM

$763M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUMMIT CREEK ADVISORS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2441190

Firm CRD# 135496

View on FINRA BrokerCheck →

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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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