Benjamin S. Newport

RETIREMENT PLANNERS OF AMERICA

Fort Worth, TX 76012

Some features on this profile are disabled

CRD#: 6144569

Professional summary

Benjamin Stephen Newport, CFP® is a registered financial advisor currently at RETIREMENT PLANNERS OF AMERICA located in Fort Worth, Texas.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Benjamin has worked at 2 firms and has passed the Series 63, SIE, Series 7 and Series 6 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) TEXAS AIR NATIONAL GUARD; NOT INVESTEMENT RELATED; 400 HENSLEY AVE, BLD 4160 FORT WORTH TX 76127; RESERVE COMPONENT OF THE MILITARY; MUNITIONS SECTION SUPERVISOR; STARTED 06/2009; 16 HOURS PER MONTH; 0 HOURS; ACOUNTABILITY AND INSPECTION OF MUNITIONS ITEMS 2) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 3) INDEPENDENT INSURANCE AGENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Stephen Newport'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: 2016

Experience

Current

March 21, 2016 - Present

RETIREMENT PLANNERS OF AMERICA

Office #1: 1300 Summit Avenue, Suite 600, Fort Worth, TX 76012

RIA

CRD#: 157222

Fort Worth, TX

Past

September 20, 2013 - July 24, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

ALLEN, TX

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".

RETIREMENT PLANNERS OF AMERICA

MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA

Registered Investment Advisory firm - (4/4/2011 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

Texas
(3/21/2016)

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

Series 63

Date: 10/25/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/24/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/20/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RETIREMENT PLANNERS OF AMERICA

MMWKM ADVISORS, LLC | RPOA ADVISORS, INC. | RETIREMENT PLANNERS OF AMERICA | MONEY MATTERS WITH KEN MORAIF

CRD#: 157222 / SEC#: 801-72262

RIA

Registered Investment Advisory firm - (4/4/2011 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2820 Dallas Parkway, Plano, TX 75093

Mailing Address

Phone number

(469) 246-3600

Established

Firm type

Fiscal year end

# of Employees

126

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (3/28/2025)

ADV PART 2A FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15,760
AUM (Assets Under Management)	$ 3,975,227,271

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin S. Newport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Stephen Newport's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT PLANNERS OF AMERICA

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

RETIREMENT PLANNERS OF AMERICA

State Registrations and Notice Filings

Exams

Series 63

Date: 10/25/2013

SIE

Date: 7/24/2015

Series 7

Date: 6/15/2015

Series 6

Date: 9/20/2013

Current Firm

RETIREMENT PLANNERS OF AMERICA

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RETIREMENT PLANNERS OF AMERICA

TRUST BUT VERIFY

Similar Advisors