Benjamin G. Fuhriman

TETON CREST WEALTH PLANNING

Idaho Falls, ID 83402

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CRD#: 6486513

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.

2010 - Present: Ben works as an insurance agent representing various insurance companies on his own and not through TCWP. 2021 - Present: Ben is partners in a business venture called Truiapp. It is an idea for a social media app that has not had any significant time or resources put into it. However, there is a company name registered with the State of Idaho. Ben currently receives no compensation from this venture. 2022 - Present: Ben Fuhriman serves as a Precinct Committeeman in Bingham County, Shelley West 21 and since 2023 is a candidate for public office running as a Legislator for the State of Idaho House of Representative in District 30. He spends roughly 10 hours a week of his time outside of normal business hours. Ben receives no compensation as a precinct committeeman or as a candidate for public office. Ben does receive campaign contributions that are all publicly reported with the Idaho Secretary of State per Idaho campaign finance laws. They can be found at www.voteidaho.gov.

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.

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.

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

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)

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: 8/7/2017

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: 8/6/2018

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	242
AUM (Assets Under Management)	$ 10,000,000

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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Benjamin G. Fuhriman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin George Fuhriman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TETON CREST WEALTH PLANNING

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2018

Current Firm

TETON CREST WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TETON CREST WEALTH PLANNING

TRUST BUT VERIFY

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