Traci C Eisner

Current Employers

Employment History

• 02/2007 → 11/2024
  Bensman & Associates Ltd
  Bannockburn, IL
• 02/2007 → Present
  Kestra Investment Services, Llc
  Bannockburn, IL
• 01/2024 → Present
  Kestra Advisory Services, Llc
  Bannockburn, IL

Previous Registrations

• 2006-09-27 → 2007-02-12
  J.P. Morgan Securities Inc.
  Chicago, IL
  Chicago, IL
• 2004-03-30 → 2006-09-27
  Banc One Securities Corporation
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

Name: The Bensman Group Investment Related: Yes Address: 2333 Waukegan Road, Suite 270 Bannockburn IL 60015 Nature of Business: Consulting; Insurance; Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Case Design Manager Start Date: 2/5/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Design insurance plans, presentations Name: Charles Cassidy Group, LLC Investment Related: No Address: P. O. Box 766 Franklinton LA 70438 Nature of Business: Other Other/None of the Above Oil and gas partnership Position, Title or Relationship: limited partner Start Date: 4/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: (0 - 14 hours) Duties: none Name: Pat and Fran Cassidy 6, LLC Investment Related: No Address: 963 Peninsula Drive Prosperity SC 29127 Nature of Business: Other Other/None of the Above The LLC was set up so that my 5 siblings and I could have one entity collecting the proceeds from our small interest in a family oil and gas partnership (previously submitted). These funds are used to pay the property tax on the family home we inherited. Position, Title or Relationship: Partner Start Date: 11/22/2013 Hours per month: (0 - 16 hours) Hours/ month during trading hours: 0% - 10% (0 - 14 hours) Duties: No duties Name: Stensland Financial Group Ltd AFS Group Limited Investment Related: Yes Address: 2333 Waukegan Road, Suite 275 Bannockburn IL 60015 Nature of Business: Insurance Position, Title or Relationship: Case Design Start Date: 12/17/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: (0 - 14 hours) Duties: Case Design/analysis/forms/paperwork/back office Name: Bensman Wealth Management LLC Investment Related: Yes Address: 2333 Waukegan Road, Suite 275 Bannockburn IL 60015 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Registered rep assistant Start Date: 12/18/2020 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Providing back office assistance Name: ASSOCIATED AGENCIES INC. POSITION: Case design NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 20 START DATE: 05/10/2022 ADDRESS: 1701 Gold Road, Rolling Meadows IL 60008, United States DESCRIPTION: No obligations. This is a potential arrangement if the company needs additional help. Name: STENSLAND FINANCIAL GROUP LTD POSITION: Case Design NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 135 START DATE: 11/12/2024 ADDRESS: 340 Beechwood Court, Wheaton IL 60089, United States DESCRIPTION: Case Design/analysis/forms/paperwork/backoffice Name: COASTLINE WEALTH MANAGEMENT POSITION: Case Design/Service NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/07/2024 ADDRESS: 340 Beechwood Court, Wheaton IL 60189, United States DESCRIPTION: Back-office support Name; KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/04/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: BASECAMP FINANCIAL POSITION: Field assistant NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2026 ADDRESS: 2333 Waukegan Road, Suite 275, Bannockburn IL 60015, United States DESCRIPTION: I have no specific obligations, unless there is a shared client with Doug Ackerman/Basecamp Financial. This information is provided in case we have a shared opportunity with Basecamp Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-16

Designations

Other Names

• Traci C Sharon