Isaac Benner has been an investment adviser representative at Boulevard Wealth Management since November 2022, and is not listed among the firm’s executive officers or direct owners. Isaac Benner holds a Bachelor of Business Administration in Financial Planning and Finance from the University of Minnesota Duluth.
Boulevard Wealth Management, Inc. is a Bloomington, MN firm with $119M under management, 268 clients and 4 advisers in one office, as of its April 2026 filing.
Isaac Benner is Associate Advisor at Boulevard Wealth Management, Inc., based in Bloomington, Minnesota. His work covers plan preparation, analysis and design, integration of cash flow, benefits, retirement, tax, investments, insurance and estate plans, and portfolio optimization, accounting and rebalancing, with trades support. Earlier he was a wealth management consultant at Oak Ridge Financial Services Group and a financial planning intern at White Oaks Wealth Advisors.
Isaac Benner’s longest registration is the current one, 3 years at Boulevard Wealth Management since 2022. Before joining Boulevard Wealth Management in 2022, Isaac Benner was registered through The Oak Ridge Financial Services Group, Inc.
- The Oak Ridge Financial Services Group, Inc– · under a yearGolden Valley, MN · Adviser representative · Firm CRD 42941
Professional designations
Listed by Boulevard Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Isaac Benner is registered as an investment adviser representative in Minnesota, since November 2022.
- MinnesotaSince 17 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 August 2021 |
| Series 7TO | General Securities Representative Examination | 1 July 2021 |
| SIE | Securities Industry Essentials Examination | 15 March 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Isaac Joseph Benner
- CRD
- 7395679
- Firm
- Boulevard Wealth Management · CRD 164423
- Office
- 7825 WASHINGTON AVENUE, SUITE 100, Bloomington, MN 55439
- Registration
- Investment adviser registration
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boulevardwealth.com
Where does Isaac Benner work?
Isaac Benner is an investment adviser representative registered through Boulevard Wealth Management, Inc. since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Isaac Benner a financial advisor?
Yes. Isaac Benner has a current investment-adviser registration in Minnesota, through Boulevard Wealth Management since November 2022.
How many years of experience does Isaac Benner have?
Isaac Benner has 5 years in the financial industry, since October 2021, across 2 adviser firms.
What exams has Isaac Benner passed?
Isaac Benner has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in March 2021.
Where did Isaac Benner work before Boulevard Wealth Management?
Before Boulevard Wealth Management, Isaac Benner was registered through The Oak Ridge Financial Services Group, Inc, August 2021 to August 2022.
Where is Isaac Benner based?
Isaac Benner’s registered office is in Bloomington, MN.
Is Isaac Benner registered with FINRA?
No. Isaac Benner has no current broker registration.
Is Isaac Benner a CFP?
Boulevard Wealth Management lists Isaac Benner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Isaac Benner’s record?
Search CRD 7395679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Isaac Benner’s full registration record.
