Benjamin R. Setterlund

CAHILL FINANCIAL ADVISORS

Edina, MN 55439

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CRD#: 4416275

Professional summary

Benjamin Robert Setterlund, CFP®, who also goes by Benjamin R Setterlund, is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Benjamin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benjamin R Setterlund

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Polvo Properties, LLC is an LLC established for the sole purpose of purchasing rental properties. It is not an investment-related entity. The address is 2530 Arbor Court, Mendota Heights, MN 55120. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the buildings. This business, and my relationship to the business, began in 2013. I devote less than 0-1 hour per month to the business overall, and 0 hours per month during securities trading hours. My duties are shared with the other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Robert Setterlund's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 21, 2020 - Present

CAHILL FINANCIAL ADVISORS, INC.

Office #1: 7261 Ohms Lane, Edina, MN 55439

RIA

CRD#: 109890

Edina, MN

Past

January 20, 2009 - October 23, 2020

CRI SECURITIES, LLC

RIA

CRD#: 22589

MINNEAPOLIS, MN

Past

January 8, 2008 - October 23, 2020

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

MINNEAPOLIS, MN

Past

September 22, 2003 - December 31, 2007

MARATHON ADVISORS, INC

RIA

CRD#: 113696

MINNEAPOLIS, MN

Past

July 9, 2001 - October 23, 2020

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

MINNEAPOLIS, MN

Past

July 9, 2001 - October 23, 2020

CRI SECURITIES, LLC

CRD#: 22589

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(10/21/2020)

IAR

Texas
(10/21/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/7/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 Approved)

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Contact information

Main Address

7261 Ohms Lane, Edina, MN 55439

Mailing Address

Phone number

(952) 926-1659

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,813
AUM (Assets Under Management)	$ 1,432,327,484

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report
11/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Benjamin R. Setterlund

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Robert Setterlund's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRI SECURITIES, LLC

SECURIAN FINANCIAL SERVICES, INC.

MARATHON ADVISORS, INC

SECURIAN FINANCIAL SERVICES, INC.

CRI SECURITIES, LLC

Primary Firm SEC Registration

CAHILL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2003

Series 63

Date: 8/8/2001

SIE

Date: 10/1/2018

Series 7

Date: 6/15/2005

Series 6

Date: 7/7/2001

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAHILL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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