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Michael Jared Benson

Wealthspire Retirement Advisory

South Jordan, UT

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
OR RA APPROVED 2025-01-01
WA RA APPROVED 2023-09-13
UT RA APPROVED 2023-09-12
  • CA RA
    APPROVED
    Since 2025-01-01
  • OR RA
    APPROVED
    Since 2025-01-01
  • WA RA
    APPROVED
    Since 2023-09-13
  • UT RA
    APPROVED
    Since 2023-09-12

Branch Locations

489 W South Jordan Pkwy Suite 310, South Jordan, UT 84095 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Kestra Advisory Services, Llc Lehi UT 04/2016 07/2023
Kestra Investment Services, Llc Lehi UT 10/2010 07/2023
Nfp Retirement, Inc Aliso Viejo CA 09/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
Previous Registrations
  • 2016-04-28 → 2023-08-01
    Kestra Advisory Services, Llc
    Orem, UT
  • 2012-07-25 → 2016-05-09
    Kestra Investment Services, Llc
    Orem, UT
    Austin, TX
    Tulsa, OK
    Orem, UT
    South Jordan, UT
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-07-21
S63 Uniform Securities Agent State Law Examination 2010-03-18
  • S65 Uniform Investment Adviser Law Examination
    2012-07-21
  • S63 Uniform Securities Agent State Law Examination
    2010-03-18
Other Names
  • Michael Benson

View on SEC IAPD

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LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PORTSIDE WEALTH GROUP, LLC
DIVERGENT WEALTH ADVISORS, LLC
D.A. DAVIDSON & CO.
CASULL FINANCIAL ADVISORY, LLC
STONECREEK WEALTH ADVISORS

Other Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER

Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

More in South Jordan, UT

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