Henry J. Vanbuskirk

BENEFIT FINANCIAL SERVICES GROUP

Irvine, CA 92614

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CRD#: 6359443

Professional summary

Henry Joseph Vanbuskirk, CFP® is a registered financial advisor currently at BENEFIT FINANCIAL SERVICES GROUP located in Irvine, California.

Henry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Henry has worked at 5 firms and has passed the Series 63, 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) RICHARDSON FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENTS, INVESTMENT & PORTFOLIO ANALYST, MODEL CREATION FOR CLIENTS, 40H/WEEK, SINCE 06/2014.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Joseph Vanbuskirk'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: 2019

Experience

Current

July 8, 2022 - Present

BENEFIT FINANCIAL SERVICES GROUP

Office #1: 2040 Main Street Suite 720, Irvine, CA 92614

RIA

CRD#: 143617

Irvine, CA

Past

July 1, 2021 - July 1, 2022

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

WOODLAND HILLD, CA

Past

June 30, 2021 - July 1, 2022

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

WOODLAND HILLS, CA

Past

November 20, 2019 - July 2, 2021

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Woodland Hills, CA

Past

December 2, 2014 - July 2, 2021

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

WOODLAND HILLS, CA

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".

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 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

California
(7/8/2022)

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: 9/9/2014

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: 12/2/2014

General Securities Representative Examination

Current Firm

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

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Contact information

Main Address

2040 Main Street Suite 720, Irvine, CA 92614

Mailing Address

Phone number

(949) 955-2552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

Regulatory assets under management

Total Number of Accounts	855
AUM (Assets Under Management)	$ 1,290,227,768

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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Advisor Monitoring

Firm Stability Insights

Henry J. Vanbuskirk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Henry Joseph Vanbuskirk's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

BENEFIT FINANCIAL SERVICES GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 9/9/2014

SIE

Date: 10/1/2018

Series 7

Date: 12/2/2014

Current Firm

BENEFIT FINANCIAL SERVICES GROUP

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENEFIT FINANCIAL SERVICES GROUP

TRUST BUT VERIFY

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