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LB

Logan A. Benham

BENHAM ADVISORY GROUP
GREENWOOD, IN 46142
Some features on this profile are disabled
CRD#: 7170272
LB

Professional summary

Logan Andrew Benham, who also goes by Logan Benham, is a registered financial advisor currently at BENHAM ADVISORY GROUP located in Greenwood, Indiana.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Logan has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Logan Benham

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)Benham Advisory Group; Investment related; Greenwood, IN ; Fixed Life Insurance and Annuities; Insurance Agent; Started 08/2018; Hours per month 20, 20 during trading hours; selling fixed life insurance and annuities to clients 2)Benham Advisory Group; Not investment related; 3147 W Smith Valley Rd, Ste E, Greenwood, IN 46143; Tax Prep and Admin; Started 08/2018; Hours per month 10, 10 during trading hours; Tax preparation and administrative support 3)Benosi Row, LLC; Not Investment Related; Zionsville, IN; Real Estate; Owner; Started 01/2023; No time spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Andrew Benham'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

October 29, 2024 - Present

BENHAM ADVISORY GROUP

Office #1: 3147w Smith Valley Road Suite E, Greenwood, IN 46142
RIA
CRD#: 331926
GREENWOOD, IN
Past

August 27, 2019 - October 25, 2024

INTEGRITY ALLIANCE, LLC.

RIA
CRD#: 139627
Greenwood, IN

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
Indiana
(10/29/2024)
IAR
Washington
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/16/2019
Uniform Investment Adviser Law Examination

Current Firm

BA
BENHAM ADVISORY GROUP
BENHAM ADVISORY GROUP | BENHAM WEALTH MANAGEMENT, LLC

CRD#: 331926 / SEC#:

Indiana
Registered Investment Advisory firm - (10/29/2024 Approved)
Washington
Registered Investment Advisory firm - (1/2/2025 Approved)
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Contact information

Main Address
3147w Smith Valley Road Suite E, Greenwood, IN 46142
Mailing Address
Phone number
(317) 300-1674
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts499
AUM (Assets Under Management)$ 61,079,699

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.

Company Information

BENHAM ADVISORY GROUP

CRD#: 331926Greenwood, IN 46142

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