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Benjamin Paul Smith

Cove Financial Planning, LLC

Wayzata, MN

Evanston, IL

St Louis Park, MN

Milwaukee, WI

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Current Employers
Cove Financial Planning, Llc

Wayzata, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-01-09
WI RA APPROVED 2025-01-09
TX RA APPROVED_RES 2022-11-15
IL RA APPROVED 2020-07-30
  • MN RA
    APPROVED
    Since 2025-01-09
  • WI RA
    APPROVED
    Since 2025-01-09
  • TX RA
    APPROVED_RES
    Since 2022-11-15
  • IL RA
    APPROVED
    Since 2020-07-30

Branch Locations

Wayzata, MN • United States

1603 Orrington Ave Suite 600, Evanston, IL 60201 • United States

1650 West End Blvd Suite 100, St Louis Park, MN 55416 • United States

342 N Water Street Suite 600, Milwaukee, WI 53202 • 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
Russell Investments Milwaukee WI 04/2016 10/2018
Strategic Wealth Partners Deerfield IL 10/2018 04/2019
Cove Financial Planning, Llc Wayzata MN 02/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-19
S63 Uniform Securities Agent State Law Examination 2013-07-25
  • S66 Uniform Combined State Law Examination
    2013-08-19
  • S63 Uniform Securities Agent State Law Examination
    2013-07-25
Designations

View on SEC IAPD

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