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Kayla M Benz

Rockefeller Financial LLC

Chicago, IL

Oak Brook, IL

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Current Employers
Rockefeller Financial Llc

45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-02
IL RA APPROVED 2025-03-05
  • TX RA
    APPROVED
    Since 2025-05-02
  • IL RA
    APPROVED
    Since 2025-03-05

Branch Locations

222 West Adams Suite 2450, Chicago, IL 60606 • United States

701 Harger Road, Suite 210, Oak Brook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rockefeller Capital Management Oak Brook IL 03/2021 Present
Rockefeller Financial Llc Oak Brook IL 11/2024 Present
Whitnell & Co. Oak Brook IL 05/2016 03/2021
  • 03/2021 → Present
    Rockefeller Capital Management
    Oak Brook, IL
  • 11/2024 → Present
    Rockefeller Financial Llc
    Oak Brook, IL
  • 05/2016 → 03/2021
    Whitnell & Co.
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-01
  • S66 Uniform Combined State Law Examination
    2025-03-01

View on SEC IAPD

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