David Christopher Benson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → Present
  Self Employed
  Surprise, AZ
• 09/2000 → 02/2021
  Minnesota Life
  St. Paul, MN
• 09/2000 → 02/2021
  Securian Financial Services, Inc.
  St. Paul, MN
• 02/2021 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 07/2011 → 02/2021
  Financial Design Group
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Phoenix, AZ

Previous Registrations

• 2021-02-18 → 2023-09-01
  Osaic Services, Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
• 2014-01-30 → 2021-03-08
  Securian Financial Services, Inc.
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1. GRANITE VISTA FINANCIAL POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 7 START DATE: 01/01/2000 ADDRESS: 8428 N 173rd Ave, Waddell AZ 85355, United States DESCRIPTION: Insurance agent 2. BK STALLINGS ENTERPRISE, LLC (DBA INTEGRA INSURANCE) POSITION: Agent NATURE: Home and Auto Insurance, Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2019 ADDRESS: 13350 N 94th Dr., Suite 103C, Peoria AZ 85381, United States DESCRIPTION: Insurance agent 3. GRANITE VISTA TAX POSITION: Tax Preparer NATURE: Sole ProprietorTax Preperation INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2023 ADDRESS: 8428 N 173rd Ave, Waddell AZ 85355, United States DESCRIPTION: Preparing Tax Returns 4. BENSON'S BURNERS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 12/04/2024 ADDRESS: 8428 N 173RD AVE, WADDELL AZ 85355, United States DESCRIPTION: Owner, sole employee, pepper grower, processor, bottler, and sales for hot sauce and related product business. 5. GRANITE VISTA TRAVEL POSITION: Travel Agent NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 02/13/2025 ADDRESS: 8428 N 173rd Ave, Waddell AZ 85355, United States DESCRIPTION: Planning/advising/and booking travel options for clients

Exams

• S66 Uniform Combined State Law Examination
  2000-03-24
• S63 Uniform Securities Agent State Law Examination
  2000-01-14

Designations

• Chartered Financial Consultant

Other Names

• Chris Benson
• D Christopher Benson