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Benjamin G. Fuhriman

TETON CREST WEALTH PLANNING
Idaho Falls, ID 83402
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CRD#: 6486513
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Professional summary


Benjamin George Fuhriman, who also goes by Ben Fuhriman, Benjamin Fuhriman, is a registered financial advisor currently at TETON CREST WEALTH PLANNING located in Idaho Falls, Idaho.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Benjamin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ben Fuhriman | Benjamin Fuhriman

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 Benjamin George Fuhriman's 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®
None

Experience


Current

March 18, 2024 - Present

TETON CREST WEALTH PLANNING

Office #1: 482 Constitution Way Suite 111, Idaho Falls, ID 83402
RIA
CRD#: 330009
Idaho Falls, ID
Past

November 6, 2020 - February 20, 2024

ARBOR POINT ADVISORS

RIA
CRD#: 165127
Idaho Falls, ID
Past

November 6, 2020 - February 20, 2024

SECURITIES AMERICA, INC.

BD
CRD#: 10205
POCATELLO, ID
Past

June 4, 2019 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
Pocatello, ID
Past

June 4, 2019 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
Pocatello, ID
Past

August 7, 2018 - May 31, 2019

CETERA ADVISORS LLC

RIA
CRD#: 10299
POCATELLO, ID
Past

August 6, 2018 - May 31, 2019

CETERA ADVISORS LLC

BD
CRD#: 10299
POCATELLO, ID

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
Idaho
(3/18/2024)
IAR
Utah
(9/3/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/7/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TC
TETON CREST WEALTH PLANNING
TETON CREST LLC | TETON CREST WEALTH PLANNING | TETON CREST LLC DBA TETON CREST WEALTH PLANNING

CRD#: 330009 / SEC#:

Idaho
Registered Investment Advisory firm - (3/18/2024 Approved)
Utah
Registered Investment Advisory firm - (9/3/2024 Approved)
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Contact information


Main Address
482 Constitution Way Suite 111, Idaho Falls, ID 83402
Mailing Address
Phone number
(208) 534-1994
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts262
AUM (Assets Under Management)$ 12,800,000

Red Flags


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

Company Information


TETON CREST WEALTH PLANNING

CRD#: 330009Idaho Falls, ID 83402

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