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Walt Benson, portrait

Walt Benson

Partner at Zanetti Financial in Albuquerque, NM

Investment adviser registrationUpdated

Walt Benson is Partner of Zanetti Financial, LLC, an investment adviser managing $809M, and works from its Albuquerque, NM office. Walt Benson has been registered as an investment adviser representative through Zanetti Financial since 8 April 2026, has 4 years in the industry across 1 firm and has passed the Series 65.

4
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Walt Benson has been Partner of Zanetti Financial since August 2021, is not listed as a control person, but directly owns between 10% and 25% of the firm. Walt Benson holds a BA in History and Psychology from The University of New Mexico, an MA in History from Western Michigan University, an MBA in Finance from The University of New Mexico and a Southwestern Graduate School of Banking from Southern Methodist University.

Zanetti Financial, LLC is an Albuquerque, NM firm with $809M under management, 1,481 clients and 2 advisers in one office, as of its April 2026 filing.

Walt Benson is Financial Advisor of Zanetti Financial, LLC, based in Albuquerque, New Mexico. He is a licensed investment advisor who teamed up with Greg Zanetti in 2021. Before joining the firm, he started several businesses in New Mexico and earlier was Senior Financial Analyst for over 10 years at New Mexico's oldest credit union.

  1. – present · under a year
    Albuquerque, NM · Adviser representative · Firm CRD 282089
  2. – · 4 years
    Albuquerque, NM · Adviser representative · Firm CRD 282089

Credentials and registrations

Investment adviser representative registrations

Walt Benson is registered as an investment adviser representative in New Mexico, since April 2026.

  • New MexicoSince 8 April 2026

Examinations

Series 6523 October 2021
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
7459557
Firm
Zanetti Financial · CRD 282089
Role
Partner
Office
5130 SAN FRANCISCO RD NE, SUITE A, Albuquerque, NM 87109
Registration
Investment adviser registration
In the industry since
January 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Walt Benson work?

Walt Benson has been Partner of Zanetti Financial, LLC since August 2021.

Source: Form ADV, Schedule A, filed 6 April 2026

Is Walt Benson a financial advisor?

Yes. Walt Benson has a current investment-adviser registration in New Mexico, through Zanetti Financial since April 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Walt Benson have?

Walt Benson has 4 years in the financial industry, since January 2022, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Walt Benson passed?

Walt Benson passed the Series 65 in October 2021.

Source: IAPD individual record, checked 22 October 2026

Where is Walt Benson based?

Walt Benson’s registered office is in Albuquerque, NM.

Source: IAPD individual record, checked 22 October 2026

Is Walt Benson registered with FINRA?

No. Walt Benson has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Walt Benson’s record?

Search CRD 7459557 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Walt Benson’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Zanetti Financial

Sources

  1. IAPD individual record, CRD 7459557, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Zanetti Financial, LLC, filed 6 April 2026. Title, control and ownership bands.
  3. Zanetti Financial team page. Biography, education, credentials, awards and the portrait, reproduced for identification.