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CB

Christopher M. Benda

SAVVY
DES MOINES, IA
Some features on this profile are disabled
CRD#: 5039416
CB

Professional summary

Christopher Michael Benda, CIMA®, who also goes by Christopher Benda, is a registered financial advisor currently at SAVVY located in Des Moines, Iowa.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 7 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Benda

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Benda'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

January 28, 2026 - Present

SAVVY

RIA
CRD#: 318493
DES MOINES, IA
Past

April 25, 2025 - January 20, 2026

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
Des Moines, IA
Past

October 18, 2019 - January 20, 2026

FBL WEALTH MANAGEMENT, LLC

RIA
CRD#: 291396
Des Moines, IA
Past

August 6, 2010 - October 18, 2019

NORTHWEST WEALTH MANAGEMENT, LLC

RIA
CRD#: 152816
WEST DESMOINES, IA
Past

October 5, 2009 - August 11, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
WEST DES MOINES, IA
Past

October 5, 2009 - August 11, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
WEST DES MOINES, IA
Past

November 30, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
WEST DES MOINES, IA
Past

November 30, 2007 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
WEST DES MOINES, IA
Past

January 17, 2007 - December 4, 2007

EDWARD JONES

RIA
CRD#: 250
WEST DES MOINES, IA
Past

November 29, 2005 - December 4, 2007

EDWARD JONES

BD
CRD#: 250
WEST DES MOINES, IA

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".
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 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
Iowa
(1/28/2026)
IAR
Texas
(1/28/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/17/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/24/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/24/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 4/28/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/28/2005
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

CRD#: 318493 / SEC#: 801-123656

RIA
Registered Investment Advisory firm - (4/11/2022 Approved)
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Contact information

Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
60

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts3,776
AUM (Assets Under Management)$ 1,295,318,161

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.

Company Information

SAVVY

CRD#: 318493Des Moines, IA

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