Isaac J. Benner

BOULEVARD

Bloomington, MN 55439

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CRD#: 7395679

Professional summary

Isaac Joseph Benner is a registered financial advisor currently at BOULEVARD located in Bloomington, Minnesota.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Isaac has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Isaac Joseph Benner'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

November 17, 2022 - Present

BOULEVARD

Office #1: 7825 Washington Avenue Suite 100, Bloomington, MN 55439

RIA

CRD#: 164423

Bloomington, MN

Past

August 6, 2021 - August 3, 2022

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 42941

GOLDEN VALLEY, MN

Past

July 1, 2021 - August 3, 2022

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

CRD#: 42941

GOLDEN VALLEY, MN

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

Minnesota
(11/17/2022)

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: 8/5/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/1/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/15/2021

Securities Industry Essentials Examination

Current Firm

BOULEVARD

CRD#: 164423 / SEC#: 801-134380

Minnesota

Registered Investment Advisory firm - (10/31/2012 Approved)

Nebraska

Registered Investment Advisory firm - (12/23/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

7825 Washington Avenue Suite 100, Bloomington, MN 55439

Mailing Address

Phone number

(877) 664-2583

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A AND ADV2B (8/20/2025)

Regulatory assets under management

Total Number of Accounts	932
AUM (Assets Under Management)	$ 112,880,711

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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Isaac J. Benner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Joseph Benner's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOULEVARD

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2021

Series 7TO

Date: 7/1/2021

SIE

Date: 3/15/2021

Current Firm

BOULEVARD

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOULEVARD

TRUST BUT VERIFY

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