Garret Benson

BANKERS LIFE ADVISORY SERVICES

Bentonville, AR 72712

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CRD#: 6868095

Professional summary

Garret Benson, who also goes by Garret Woodall Benson, is a registered financial advisor currently at BANKERS LIFE ADVISORY SERVICES, INC. located in Bentonville, Arkansas and BANKERS LIFE SECURITIES, INC. located in Bentonville, Arkansas.

Garret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Garret has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Garret Woodall Benson

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.

Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garret Benson'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®

None

Experience

Current

September 5, 2024 - Present

BANKERS LIFE ADVISORY SERVICES, INC.

Office #1: 1803 Phyllis Street, Suite 103, Bentonville, AR 72712

RIA

CRD#: 281285

Bentonville, AR

Current

September 6, 2024 - Present

BANKERS LIFE SECURITIES, INC.

Office #1: 1803 Phyllis Street, Suite 103, Bentonville, AR 72712

CRD#: 173962

Bentonville, AR

Past

March 26, 2024 - September 3, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LITTLE ROCK, AR

Past

March 12, 2024 - September 3, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

LITTLE ROCK, AR

Past

May 4, 2022 - December 19, 2023

LINCOLN INVESTMENT

RIA

CRD#: 519

CABOT, AR

Past

May 4, 2022 - December 19, 2023

CAPITAL ANALYSTS

RIA

CRD#: 162200

Cabot, AR

Past

May 4, 2022 - December 19, 2023

LINCOLN INVESTMENT

CRD#: 519

CABOT, AR

Past

July 26, 2021 - April 13, 2022

PALADIN INVESTMENT ADVISORS

RIA

CRD#: 315305

CABOT, AR

Past

June 22, 2020 - July 9, 2021

TRUTORO

RIA

CRD#: 169291

Little Rock, AR

Past

June 17, 2020 - July 9, 2021

TRUTORO

CRD#: 169291

Little Rock, AR

Past

February 14, 2020 - June 22, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

LITTLE ROCK, AR

Past

February 14, 2020 - June 22, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

LITTLE ROCK, AR

Past

March 6, 2018 - January 9, 2020

EDWARD JONES

RIA

CRD#: 250

Little Rock, AR

Past

December 5, 2017 - January 9, 2020

EDWARD JONES

CRD#: 250

Little Rock, AR

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".

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Arkansas
(9/5/2024)

Arkansas
(9/6/2024)

IAR

Missouri
(1/13/2025)

Oklahoma
(1/6/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/5/2018

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: 12/5/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

BANKERS LIFE | BL ADVISORY SERVICES, INC | BANKERS LIFE ADVISORY SERVICES, INC.

CRD#: 281285 / SEC#: 801-106953

RIA

Registered Investment Advisory firm - (11/18/2015 Approved)

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Contact information

Main Address

303 E. Wacker Drive 5th Fl, Chicago, IL 60601

Mailing Address

Phone number

(844) 553-9083

Established

Firm type

Fiscal year end

# of Employees

384

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLAS WRAP BROCHURE 03012025 (2/28/2025)

BLAS-ADV-PART2A 03012025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts	14,938
AUM (Assets Under Management)	$ 1,943,847,697

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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Firm Stability Insights

Garret Benson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garret Benson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BANKERS LIFE SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LINCOLN INVESTMENT

PALADIN INVESTMENT ADVISORS

TRUTORO

TRUTORO

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

BANKERS LIFE ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/5/2018

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2017

FINRA

Current Firm

BANKERS LIFE ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BANKERS LIFE ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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