Matthew Richard Benson

Current Employers

Employment History

• 12/2015 → 11/2017
  Sii Investments, Inc
  Oakdale, MN
• 12/2015 → 03/2023
  Lee Stoerzinger Inc.
  Oakdale, MN
• 04/2023 → 06/2023
  Royal Alliance Associates, Inc.
  Minneapolis, MN
• 11/2017 → 03/2023
  United Planners Financial Services Of America
  Oakdale, MN
• 04/2023 → Present
  Focus Financial Network, Inc.
  Minneapolis, MN
• 06/2023 → Present
  Osaic Wealth, Inc.
  Minneapolis, MN

Previous Registrations

• 2017-11-13 → 2023-03-31
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Oakdale, MN
• 2015-12-01 → 2017-11-14
  Sii Investments, Inc.
  Oakdale, MN
• 2009-07-01 → 2015-09-23
  Cuna Brokerage Services, Inc.
  Apple Valley, MN
  Edina, MN
• 2008-02-15 → 2009-02-18
  Putnam Investment Management, Llc
  Boston, MA
• 2006-05-26 → 2008-02-11
  Putnam Investment Management, Llc
  Boston, MA

Other Businesses

1) FOCUS FINANCIAL NETWORK INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2023 ADDRESS: 43 Main St SE, Suite 223, Minneapolis MN 55414, United States DESCRIPTION: Sales and service of life insurance. 2) HECLA LAND COMPANY POSITION: Vice President/Secretary NATURE: This is an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/20/2023 ADDRESS: 10424 400th Ave, Hecla SD 57446, United States DESCRIPTION: The entity owns 160 acres of mostly tillable farmland. I am responsible for meeting minutes and various administrative functions for the entity but I am not a signer on the company financial account. 3) JKW FINANCIAL, LLC. DBA RIVERFRONT GROUP POSITION: Shareholder NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/10/2025 ADDRESS: 43 Main St SE, Suite 223, Minneapolis MN 55414, United States DESCRIPTION: Established an LLC for business succession purposes and specifically, precise division of ownership shares. 4) FOCUS FINANCIAL NETWORK INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2023 ADDRESS: 43 Main St SE, Suite 223, Minneapolis MN 55414, United States DESCRIPTION: Sales and service of life insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-15
• S63 Uniform Securities Agent State Law Examination
  2004-02-12

Designations