Benjamin F. Cummings
BLUE BARN WEALTH
Orem, UT 84057
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CRD#: 6878065
Professional summary
Benjamin Franklin Cummings, CFP®, who also goes by Benjamin Franklin Cummings, is a registered financial advisor currently at BLUE BARN WEALTH located in Orem, Utah.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Benjamin Franklin Cummings
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) Benjamin F. Cummings, LLC; Yes; Orem, UT; Owner/ Manager; 10/2017; 40/ HRS MO; 20/ HRS MO; Speaking engagements. (2)Benjamin Cummings is employed full-time as an Associate Professor and Faculty Director of the Master of Financial Planning & Analytics program at Utah Valley University (UVU). UVU is located at 800 West University Parkway, Orem, UT 84058. Benjamin has been employed by UVU since August 2019. He is involved in teaching classes, conducting research, developing curriculum, and speaking at webinars and professional meetings. This activity involves approximately 20-25 hours per week during trading hours and approximately 10-15 hours per week outside trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Franklin Cummings'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®
CFP®
Start date: 2014
Experience
Current
November 13, 2017 - Present
BLUE BARN WEALTH
Office #1: 370 West Center Street, Orem, UT 84057RIA
CRD#: 107202
Orem, UT
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".
BLUE BARN WEALTH
BLUE BARN WEALTH | SMITH DENISE DURRANS | SMITH DENISE D CPA CFP | FINANCIAL PLANNING OFFICE, LLC | FINANCIAL PLANNING OFFICE | BLUE BARN WEALTH, LLC
CRD#: 107202 / SEC#: 801-118602
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Texas
Registered Investment Advisory firm - (9/2/2020 Terminated)Utah
Registered Investment Advisory firm - (9/2/2020 Terminated)Wyoming
Registered Investment Advisory firm - (9/16/2020 Terminated)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
Utah(11/13/2017)
Exams
Current Firm
BLUE BARN WEALTH
BLUE BARN WEALTH | SMITH DENISE DURRANS | SMITH DENISE D CPA CFP | FINANCIAL PLANNING OFFICE, LLC | FINANCIAL PLANNING OFFICE | BLUE BARN WEALTH, LLC
CRD#: 107202 / SEC#: 801-118602
RIA
Registered Investment Advisory firm - (4/29/2020 Approved)Texas
Registered Investment Advisory firm - (9/2/2020 Terminated)Utah
Registered Investment Advisory firm - (9/2/2020 Terminated)Wyoming
Registered Investment Advisory firm - (9/16/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
370 West Center Street, Orem, UT 84057
Mailing Address
Phone number
(801) 466-4101
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 990 |
| AUM (Assets Under Management) | $ 521,370,490 |
Red Flags
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Company Information
BLUE BARN WEALTH
CRD#: 107202Orem, UT 84057TRUST BUT VERIFY
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