Timothy Kirk Bennion

Current Employers

Employment History

• 06/2012 → 06/2020
  H.D. Vest Investment Services
  Eugene, OR
• 02/2008 → 05/2023
  Es&A Sign Corp
  Eugene, OR
• 11/2012 → 06/2020
  H.D. Advisory Services
  Creswell, OR
• 06/2016 → Present
  Tim K Bennion Cpa, Llc, Dba For Financial Services
  Creswell, OR
• 12/2018 → 06/2020
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 06/2020 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2009 → 07/2017
  Knecht's Of Springfield, Inc.
  Springfield, OR
• 06/2019 → 11/2019
  Sheppard Motors, Ltd
  Eugene, OR
• 09/2023 → Present
  Bennion Financial
  Eugene, OR

Previous Registrations

• 2013-01-04 → 2020-06-16
  Avantax Advisory Services
  Eugene, OR

Other Businesses

1) TIM K BENNION CPA, LLC; EUGENE, OR; INVESTMENT RELATED; TAX PREPARATION/ACCOUNTING; DBA FOR FINANCIAL SERVICES; 160 HRS/MO; OWNER; SINCE 06/2016 2) NAME OF OTHER BUSINESS: THE ES&A SIGN CORP; INVESTMENT RELATED: NO; ADDRESS: 89975 PRAIRIE RD, EUGENE, OR 97402; NATURE OF BUSINESS: BOARD; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ADVISE BOARD & ES&A SIGN CO MANAGEMENT, SERVE ON MANAGEMENT PERSONNEL COMMITTEE, & ADVISE ON MATTERS RELATED TO OUTSIDE CPA FIRM; 3) HOP CZARS LLC; EUGENE, OR; NON-INVESTMENT RELATED; COMMERCIAL REAL ESTATE LEASING; MAINTAIN ACCOUNTING BOOKS AND RECORDS; 2 HRS/MO; PART OWNER; SINCE 04/2007 4) BLACK LABEL, LLC; EUGENE, OR; NON-INVESTMENT RELATED; COMMERCIAL REAL ESTATE LEASING; MAINTAIN ACCOUNTING BOOKS AND RECORDS; 2 HRS/MO; PART OWNER; SINCE 07/2017 5) BEN HAR, LLC; EUGENE, OR; NON-INVESTMENT RELATED; COMMERCIAL REAL ESTATE LEASING; MAINTAIN ACCOUNTING BOOKS AND RECORDS; 1 HR/MO; PART OWNER; SINCE 10/2007 6) EUGENE CPA OFFICES, LLC; EUGENE, OR; NON-INVESTMENT RELATED; OFFICE SHARING ARRANGEMENT/ADMINISTRATION OF OFFICE/SUPPLIES; 2 HRS/MO; PART OWNER, SINCE 07/2016 7) LANE COUNTY YOUTH FOR CHRIST; EUGENE, OR; BOARD MEMBER; COMPLETE TAX RETURN; 1 HR/MO; SINCE 09/2018 8) NAME OF OTHER BUSINESS: BENNION FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 9/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 9) NAME OF OTHER BUSINESS: ESTATE PLANNING TEAM; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MEMBERSHIP; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: MEMBERSHIP ACTIVITY THAT OFFERS RESOURCES TO STRUCTURE ESTATE PLANNING TECHNIQUES PREDOMINATELY RELATED TO THE SALE OF CAPITAL ASSETS;

Exams

• S66 Uniform Combined State Law Examination
  2012-10-26

Other Names

• Timothy Kirk Bennion
• Tim K Bennion
• Timothy Bennion