James Paul Benson

Current Employers

Employment History

• 05/2009 → 02/2017
  Cornerstone Investment Advisors Llc
  Baxter, MN
• 03/2016 → 02/2024
  Cetera Advisor Networks Llc
  Minneapolis, MN
• 07/2016 → 02/2024
  Advisornet Wealth Partners
  Minneapolis, MN
• 06/2023 → 02/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2024 → Present
  Osaic Wealth Inc
  Baxter, MN

Previous Registrations

• 2016-08-16 → 2024-02-12
  Advisornet Wealth Partners
  Baxter, MN
  Minnetonka, MN
  Baxter, MN
  Perham, MN
• 2023-06-29 → 2024-02-02
  Cetera Investment Advisers Llc
  Bismark, ND
  Baxter, MN
• 2016-03-28 → 2023-06-29
  Cetera Wealth Services, Llc
  Minnetonka, MN
  Minnetonka, MN
  Minnetonka, MN
  Baxter, MN
  Baxter, MN
  Minnetonka, MN
  Minnetonka, MN
  Burnsville, MN
  Burnsville, MN
  Burnsville, MN
  Belle Plaine, MN
  Bismark, ND
  Perham, MN
  Perham, MN
  Perham, MN
• 2012-04-03 → 2017-02-28
  Cornerstone Investment Advisors, Llc
  Baxter, MN
• 2005-08-02 → 2016-04-07
  National Planning Corporation
  Mesa, AZ
  Minnetonka, MN
  Gilbert, AZ
  Wayzata, MN
  Belle Plaine, MN
  Minnetonka, MN
  Baxter, MN
  Baxter, MN
  Burnsville, MN
  Litchfield, MN

Other Businesses

1.FIXED INSURANCEPOS: advisor selling fixed insurance INVESTMENT RELATED: No NUMBER OF HOURS:10 SECURITIES TRADING HOURS 10 START DATE: 09/13/2023ADDRESS: 7590 Design Road, Baxter MN 56425, US Selling fixed insurance 2.NORTHERN MINNESOTA GROUP, LLC-POS: pilot LLC used to hold airplane INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2023 ADDRESS: 7590 Design Road, Baxter MN 56425,DESCRIPTION: flying 3. NOTARY-POS: notary NATURE: notary INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/13/2023ADDRESS: 7590 Design Road, Baxter MN 56425 USADESCRIPTION: notary 4. STAEBLER FINANCIAL GROUP-POS: Owner I purchased a practice in Perham, MN. I own the name and use it as a DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/13/2023 ADDRESS: 155 2nd St SW, Suite B, Perham MN 56573, DESCRIPTION: I use the name as a DBA, simply for our clients because that is the name they are familiar with. All business runs through Cornerstone Advisors, LLC. Both names are on the sign at our office. 5. CORNERSTONE ADVISORS, LLC-POS: Owner Single member LL Cornerstone Advisors, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/13/2023 ADDRESS: 7590 Design Road, Baxter MN 56425, DESCRIPTION: I am the owner of the LLC and it is used as a DBA for my financial advisor services that are run through the broker dealer. For ex, securities, insurance etc ADDRESS: 7590 Design Road, Baxter MN 56425, DESCRIPTION: Owner of LLC 6. STUHLMILLER INSURANCE SERVICES-: Owner NATURE: I purchased a practice in Bismarck, ND. I own the name and use it as a DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/13/2023,ADDRESS: 4023 State St, Suite 160, Bismarck ND 58503, United States DESCRIPTION: I use the name as a DBA and the sign on the door reads Stuhlmiller Ins Services. However, all business runs through Cornerstone Advisors, LLC. 7. LBK, LLCPOSITION: Owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2023 ADDRESS: 1924 Norway Pine Road, East Gull Lake MN 56401, United States DESCRIPTION: manage rental properties 8. MT HIDEAWAY, LLC,POSITION: Owner NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2023 ADDRESS: 1924 Norway Pine Road, East Gull Lake MN 56401, United States DESCRIPTION: manage rental properties 9. THE BENSON GROUP, INC.POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2023 ADDRESS: 7590 Design Road, Baxter MN 56425, United States DESCRIPTION: Owner of entity - not held out to the public. The Benson Group is 100% owner of Cornerstone Advisors, LLC and I am 100% owner of The Benson Group 10. JIM & TINA BENSONPOSITION: Landlord NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/13/2023 ADDRESS: 1924 Norway Pine Road, East Gull Lake MN 56401, United States DESCRIPTION: My wife and I own a building and rent it out to Cornerstone Advisors, LLC. CORNERSTONE TAX SERVICES, LLCPOSITION: Owner NATURE: Single Member LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/29/2025 ADDRESS: 7590 Design Rd., Baxter MN 56425, United States DESCRIPTION: Owner of tax business - will have staff performing duties relating to tax business Management

Exams

• S66 Uniform Combined State Law Examination
  2005-06-08
• S63 Uniform Securities Agent State Law Examination
  1996-02-26