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Aaron Dewayne Benway

Ab Financial Planning And Investments, LLC

Mclean, VA

CRD 4459024

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Employer firm

Ab Financial Planning And Investments, LLC CRD 284636

6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Ab Financial Planning And Investments, Llc

Mclean, VA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-13
VA RA APPROVED 2016-08-24
  • TX RA
    APPROVED_RES
    Since 2026-03-13
  • VA RA
    APPROVED
    Since 2016-08-24

Branch Locations

Mclean, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hsa Coach, Llc Washington DC 09/2014 12/2020
New Direction Trust Company Louisville CO 11/2019 02/2025
Ab Financial Planning And Investments Mclean VA 05/2016 Present
  • 09/2014 → 12/2020
    Hsa Coach, Llc
    Washington, DC
  • 11/2019 → 02/2025
    New Direction Trust Company
    Louisville, CO
  • 05/2016 → Present
    Ab Financial Planning And Investments
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-28
  • S65 Uniform Investment Adviser Law Examination
    2016-06-28
Designations
  • Certified Financial Planner
Other Names
  • Aaron Benway

View on SEC IAPD

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