David M. Benning

LOGAN PARK WEALTH MANAGEMENT

Minneapolis, MN 55402

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CRD#: 4451037

Professional summary

David Matthew Benning, CIMA® is a registered financial advisor currently at LOGAN PARK WEALTH MANAGEMENT located in Minneapolis, Minnesota.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. Business Ownership; RMB Skyway LLC; Partner; Personal Service Corp - to receive rent from tenants and to hold our lease; Minneapolis, MN 55403; Not Investment Related; Sep 2009; 1-9 hours per month; 0 during trading hours. 2. Licensed insurance professional. Same address.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Matthew Benning'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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

March 29, 2019 - Present

LOGAN PARK WEALTH MANAGEMENT

Office #1: 121 S. 8th Street Suite 1110, Minneapolis, MN 55402

RIA

CRD#: 299007

Minneapolis, MN

Past

February 4, 2014 - April 2, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

September 28, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 28, 2001 - April 2, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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".

LOGAN PARK WEALTH MANAGEMENT

LOGAN PARK WEALTH MANAGEMENT | LPWM LLC

CRD#: 299007 / SEC#: 801-114689

RIA

Registered Investment Advisory firm - (7/26/2019 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
(3/29/2019)

IAR

Texas
(4/29/2020)

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 66

Date: 10/8/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2001

General Securities Representative Examination

Current Firm

LOGAN PARK WEALTH MANAGEMENT

LOGAN PARK WEALTH MANAGEMENT | LPWM LLC

CRD#: 299007 / SEC#: 801-114689

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

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Contact information

Main Address

121 S. 8th Street Suite 1110, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 315-2105

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LOGAN PARK DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/3/2025)

Regulatory assets under management

Total Number of Accounts	1,361
AUM (Assets Under Management)	$ 376,320,625

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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David M. Benning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Matthew Benning's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOGAN PARK WEALTH MANAGEMENT

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LOGAN PARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/8/2001

SIE

Date: 10/1/2018

Series 7

Date: 9/27/2001

Current Firm

LOGAN PARK WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOGAN PARK WEALTH MANAGEMENT

TRUST BUT VERIFY

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