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Michael David Benson

MERISTEM FAMILY WEALTH, LLC·MINNETONKA, Minnesota
SIE, Series 6, Series 26, Series 63ChFCClean recordMERISTEM FAMILY WEALTH, LLC
701 CARLSON PARKWAY, MINNETONKA, MN 55305CRD# 1058651Firm CRD# 109141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Benson · MINNETONKA, MN
Registration
CRD #1058651 · MERISTEM FAMILY WEALTH, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
Registration record
Professional designation · ChFC
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MERISTEM FAMILY WEALTH, LLC
CRD 109141 · SEC 801-57126
AUM
$5.4B
Regulatory assets under management
Employees
41
768 client accounts
Services offered by MERISTEM FAMILY WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at MERISTEM FAMILY WEALTH, LLC →
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Frequently Asked Questions

What services does Michael David Benson offer?
Michael David Benson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Michael David Benson's credentials?
Michael David Benson holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael David Benson located?
Michael David Benson is based in MINNETONKA, Minnesota, working with MERISTEM FAMILY WEALTH, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Michael David Benson charge for services?
Michael David Benson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERISTEM FAMILY WEALTH, LLC?
MERISTEM FAMILY WEALTH, LLC has approximately 41 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERISTEM FAMILY WEALTH, LLC

Phillip Jeffrey Strohm
MINNETONKA, MN
Andrew Alan Ohman
MINNETONKA, MN
Charles Joseph Maxwell
MINNETONKA, MN
Jon Kenneth Crow
MINNETONKA, MN
Patrick Spencer Siering
MINNETONKA, MN
Renay Helen Henderson
MINNETONKA, MN

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