Barrett Benson has been CCO/Investment Advisor Representative of Benson Wealth Management since December 2014, is a control person of the firm and directly owns 75% or more of it.
Benson Wealth Management, Inc. is a firm with $125M under management, 308 clients and 2 advisers across 2 offices, as of its October 2026 filing.
Barrett Benson’s longest registration was 9 years at Spelts Wealth Management, Inc (2012–2022). Before joining Benson Wealth Management in 2022, Barrett Benson was registered through Spelts Wealth Management, Inc and Wells Fargo Advisors, LLC.
- – present · 4 yearsOoltewah, TN · Adviser representative · Firm CRD 318898
- Spelts Wealth Management, Inc– · 9 yearsChico, CA · Adviser representative · Firm CRD 158321
- Wells Fargo Advisors, LLC– · 4 yearsChico, CA · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · under a yearChico, CA · Adviser representative · Firm CRD 4
- Morgan Stanley– · under a yearRedlands, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Barrett Benson is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is Tennessee, in May 2022.
- CaliforniaSince 17 March 2022
- TennesseeSince 27 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 March 2002 |
| Series 31 | Futures Managed Funds Examination | 27 February 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 2001 |
| Series 7 | General Securities Representative Examination | 12 July 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Barrett Oliver Benson
- CRD
- 4013223
- Firm
- Benson Wealth Management · CRD 318898
- Role
- CCO/Investment Advisor Representative
- Office
- Ooltewah, TN
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Barrett Benson work?
Barrett Benson has been CCO/Investment Advisor Representative of Benson Wealth Management, Inc. since December 2014, and is a control person of the firm.
Is Barrett Benson a financial advisor?
Yes. Barrett Benson has a current investment-adviser registration in California and Tennessee, through Benson Wealth Management since March 2022.
How many years of experience does Barrett Benson have?
Barrett Benson has 24 years in the financial industry, since December 2001, across 5 adviser firms.
What exams has Barrett Benson passed?
Barrett Benson has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in July 2001. FINRA credited Barrett Benson with the SIE, which began in October 2018.
Where did Barrett Benson work before Benson Wealth Management?
Before Benson Wealth Management, Barrett Benson was registered through Wells Fargo Advisors, LLC, January 2008 to October 2012; A. G. Edwards & Sons, Inc., March 2007 to January 2008; Morgan Stanley, August 2002 to April 2003.
Where is Barrett Benson based?
Barrett Benson’s registered office is in Ooltewah, TN.
Is Barrett Benson registered with FINRA?
Yes. Barrett Benson has a current broker registration, under CRD 4013223.
Source: FINRA BrokerCheck
How can I verify Barrett Benson’s record?
Search CRD 4013223 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Barrett Benson’s full registration record.