Sheldon Matthew Benge

Employer firm

Advisor Resource Council CRD 164109

$3.49B regulatory AUM 13 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2010 → 09/2016
  Wells Fargo Advisors Llc
  Southlake, TX
• 09/2016 → Present
  Lpl Financial Llc
  Roanoke, TX
• 10/2016 → Present
  Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
  Roanoke, TX

Previous Registrations

• 2010-03-12 → 2016-10-07
  Wells Fargo Clearing Services, Llc
  Southlake, TX
• 2008-05-23 → 2010-03-01
  Goldman Sachs Wealth Services, L.P.
  Dallas, TX

Other Businesses

1. 09/30/2016: Benge Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - 112 North Oak St. ROanoke, TX 76262 - Start 09/09/2016 - 40 Hr/Mo; 10 Hour(s) During Securities Trading; 25% Time Spent 2. 10/2/2019 - Advisor Resource Council - DBA: (Hybrid) Benge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading. 3. 10/2/2019 - Advisor Resource Council - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 01/01/2020 - 120 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Advisor Resource Council, an independent investment advisor firm. I started this business activity in Jan 2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-05-18

Designations

• Certified Financial Planner