Ludwin Alexander Benitez

Current Employers

Employment History

• 07/2023 → 01/2024
  Charles Schwab & Co., Inc.
  Omaha, NE
• 06/2018 → 06/2022
  Jr Remodeling
  Bartlesville, OK
• 06/2018 → 08/2018
  Hunan Super Buffet
  Bartlesville, OK
• 01/2012 → 06/2018
  Full-Time Education
  Bartlesville, OK
• 08/2021 → 05/2023
  Full-Time Education
  Norman, OK
• 08/2018 → 06/2019
  Full-Time Education
  Norman, OK
• 02/2024 → 09/2024
  American Senior Benefits
  Omaha, NE
• 11/2024 → 01/2025
  Insight Financial Planning, Llc
  Norfolk, NE
• 11/2024 → Present
  Osaic Wealth Inc
  Norfolk, NE
• 01/2025 → Present
  Insight Financial Planning, Llc
  Norfolk, NE

Other Businesses

1. INSURANCE POSITION: Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 07/29/2024 ADDRESS: 1303 Andrews Dr, Ste A, Norfolk NE 68701, United States DESCRIPTION: I discuss insurance and long term care needs with clients. If appropriate, I find a policy that fits their needs. 2. INSIGHT FINANCIAL PLANNING POSITION: Sales NATURE: INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 11/2024 - LOCATED AT 1303 ANDREWS DR STE ANORFOLK NE 68701 IAR/RR at Insight Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 162 START DATE: 07/29/2024 ADDRESS: 1303 Andrews Dr, Ste A, Norfolk NE 68701, United States DESCRIPTION: Insurance Sales, Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-14
• S63 Uniform Securities Agent State Law Examination
  2023-12-05

Other Names

• Ludwin Alexander Benitez
• Ludwin Alexander Benitez-Fuentes