Henry Joseph Vanbuskirk

Employer firm

Benefit Financial Services Group CRD 143617

$1.54B regulatory AUM 99 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 06/2021
  Avantax Investment Services, Inc.
  Thousand Oaks, CA
• 06/2021 → 07/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2021 → 07/2022
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2014 → 07/2022
  Richardson Financial
  Woodland Hills, CA
• 07/2022 → Present
  Benefit Services Financial Group
  Irvine, CA
• 12/2014 → 07/2022
  Richardson And Company, Cpas. Inc.
  Oakdale, CA

Previous Registrations

• 2021-07-01 → 2022-07-01
  Cetera Investment Advisers Llc
  Woodland Hilld, CA
• 2019-11-20 → 2021-07-02
  Avantax Advisory Services
  Woodland Hills, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-09-09

Designations

• Certified Financial Planner