Robert A Bensman

Current Employers

Employment History

• 02/1982 → Present
  Bensman Assoc. Ltd
  Bannockburn, IL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Bannockburn, IL
• 11/2003 → Present
  Kestra Investment Services, Llc
  Bannockburn, IL

Previous Registrations

• 1997-10-16 → 2003-12-01
  Veravest Investment Advisors, Inc.
  Des Plaines, IL

Other Businesses

Business Name: RJT, LLC Investment Related: No Address: c/o Tom Korman @ Gould & Ratner 222 North LaSalle - Suite 800 Chicago IL 60601 Nature of Business: Other Other/None of the Above Passive investments. We invest in Private Equity opportunities. No active management. Position, Title or Relationship: limited partner Start Date: 7/2/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: help to evaluate opportunities. Business Name: Schemata, L.L.C. Investment Related: No Address: 2333 Waukegan Road Suite 275 Bannockburn IL 60015 Nature of Business: Consulting Position, Title or Relationship: Founding member Start Date: 4/24/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Consulting Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Associated Agencies Investment Related: Yes Address: 1701 Golf Road, Suite 3-700 Rolling Meadows IL 60008 Nature of Business: Insurance Position, Title or Relationship: Founder/CEO Bensman Associates Ltd./Bensman Risk Management, Inc. Start Date: 7/1/2020 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Sales, marketing, strategic planning, and relationship development Business Name: Family Enterprise Solutions LLC Investment Related: No Address: P.O. Box 900880 Sandy UT 84090 Nature of Business: Other Other/None of the Above Provide clients with a comprehensive source of info to assist them as needed by providing relevant info i.e. list of advisors, where documents are located, etc. Position, Title or Relationship: Member of LLC, Start Date: 1/4/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Marketing, strategy, intorucduce potential clients Business Name: TAX EFFICIENT SOLUTIONS POSITION: Independent contractor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2021 ADDRESS: 301 Hendricks Isle, Unit 1, Fort Lauderdale FL 33301 DESCRIPTION: Identify clients, and develop relationships with clients. Assist in securing permanent life insurance with premium financing (bank) Business Name: BENSMAN ASSOCIATES LTD. POSITION: CEO NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 63 START DATE: 05/01/1982 ADDRESS: 2333 Waukegan Road Suite 275, Bannockburn IL 60015 DESCRIPTION: Sales. Business Development, Consulting

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-05
• S63 Uniform Securities Agent State Law Examination
  1988-01-12

Designations