Alan Dale Benson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 09/1991 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Bloomington, MN
• 07/2020 → 06/2024
  Securities America Advisors
  Bloomington, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Bloomington, MN

Previous Registrations

• 2020-07-28 → 2024-06-14
  Securities America Advisors, Inc.
  Bloomington, MN

Other Businesses

NAME OF OBA/DBA-FINANCIAL RESOURCES SOLUTIONS, INC., INVESTMENT RELATED,CONDUCTED ADDRESS-10416 WYOMING AVE S BLOOMINGTON MN 55348, NATURE OF BUSINESS-FIXED INSURANCE/SECURITIES, MY POSITIONS-OWNER, DUTIES OF POSITIONS-AGENT FOR FIXED INSURANCE SALES FOR CLIENTS AND SECURITIES SALES, START DATE-01/01/2000, HOURS PER MONTH DEVOTED-ONE HOURS, SECURITIES HOURS PER DAY DEVOTED-ONE HOURS FINANCIAL RESOURCES SOLUTIONS POSITION: Agent NATURE: Life Insurance, Fixed Annuities and LTC through Highland Capital INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/1991 ADDRESS: 10416 Wyoming Ave S, Bloomington MN 55438, United States DESCRIPTION: Provide the insurance needs for clients in life, annuities and LTC

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-15

Designations

• Certified Financial Planner

Other Names

• Al Benson