Benjamin Bjork has been an investment adviser representative at Navista Wealth Management since September 2024, and is not listed among the firm’s executive officers or direct owners. Benjamin Bjork holds a BA in Business from Bethel University.
Navista Wealth Management, Inc. is a Minnetonka, MN firm with $710M under management, 402 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Benjamin R. Bjork is Wealth Advisor of Navista Wealth Management. Bjork provides financial planning and investment advisory services to executives, professionals and business owners, as well as qualified retirement plans. He previously worked at Putnam Investments in Boston, has worked in the wealth management industry since 2015, and serves on a board with the Minnesota Chamber of Commerce.
Benjamin Bjork’s longest registration was 7 years at Raymond James Financial Services Advisors, Inc (2017–2024). Before joining Navista Wealth Management in 2024, Benjamin Bjork was registered through Birch Cove Group, LTD. and Raymond James Financial Services Advisors, Inc.
- Birch Cove Group, LTD.– · 1 yearMinneapolis, MN · Adviser representative · Firm CRD 148926
- Raymond James Financial Services Advisors, Inc– · 7 yearsMinneapolis, MN · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Benjamin Bjork is registered as an investment adviser representative in Texas, as a resident of Texas, since April 2025.
- TexasResidentSince 25 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 May 2017 |
| Series 7 | General Securities Representative Examination | 14 November 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 October 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6207368
- Firm
- Navista Wealth Management · CRD 332373
- Registration
- Investment adviser registration
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- navistawealth.com
Where does Benjamin Bjork work?
Benjamin Bjork is an investment adviser representative registered through Navista Wealth Management, Inc. since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Benjamin Bjork a financial advisor?
Yes. Benjamin Bjork has a current investment-adviser registration in Texas, through Navista Wealth Management since September 2024.
How many years of experience does Benjamin Bjork have?
Benjamin Bjork has 10 years in the financial industry, since November 2015, across 3 adviser firms.
What exams has Benjamin Bjork passed?
Benjamin Bjork has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 2015. FINRA credited Benjamin Bjork with the SIE, which began in October 2018.
Is Benjamin Bjork registered with FINRA?
No. Benjamin Bjork has no current broker registration.
How can I verify Benjamin Bjork’s record?
Search CRD 6207368 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Bjork’s full registration record.
