Benjamin Wills Bender

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

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

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

Current Employers

Employment History

• 01/2014 → 04/2019
  Raymond James Financial Services, Inc
  Highlands Ranch, CO
• 01/2014 → 08/2020
  Bender Financial Services
  Littleton, CO
• 01/2014 → 04/2019
  Raymond James Financial Services Advisors Inc.
  Highlands Ranch, CO
• 01/2015 → 04/2019
  Insurance Designers Of Colorado
  Littleton, CO
• 11/2015 → 04/2019
  Capitas Financial
  Littleton, CO
• 02/2016 → 11/2017
  Benjamin Bender
  Littleton, CO
• 04/2019 → Present
  Cwm, Llc
  Omaha, NE
• 04/2019 → 05/2025
  Cetera Advisor Networks
  El Segundo, CA
• 08/2020 → Present
  Carson Wealth
  Highlands Ranch, CO

Previous Registrations

• 2014-01-13 → 2019-05-08
  Raymond James Financial Services Advisors, Inc
  Littleton, CO
  Highlands Ranch, CO
• 2007-11-05 → 2014-01-09
  Edward Jones
  Littleton, CO

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2019 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, AND LONG-TERM CARE NAME OF OTHER BUSINESS: EPICURUS HOLDINGS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 7/2020; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY SET UP TO PAY EMPLOYEES AND FOR TAX PURPOSES; (5) NAME OF OTHER BUSINESS: BENDER FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2014; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: DBA SET UP FOR EXPENSES SUCH AS SALARY, DIRECTING FINANCIAL ACTIVITIES;

Exams

• S66 Uniform Combined State Law Examination
  2007-11-03
• S63 Uniform Securities Agent State Law Examination
  2003-08-21