Benson N. Onyegbula

ASSET ALLOCATION STRATEGIES

ROYAL OAK, MI

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CRD#: 7395952

Professional summary

Benson N Onyegbula, who also goes by Benson Onyegbula, is a registered financial advisor currently at ASSET ALLOCATION STRATEGIES, LLC located in Royal Oak, Michigan and GLP INVESTMENT SERVICES, LLC located in Farmington, Michigan.

Benson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Benson has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benson Onyegbula

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benson N Onyegbula'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

July 22, 2025 - Present

ASSET ALLOCATION STRATEGIES, LLC

RIA

CRD#: 152339

ROYAL OAK, MI

Current

November 4, 2025 - Present

GLP INVESTMENT SERVICES, LLC

Office #1: 33335 Grand River, Farmington, MI 48336

CRD#: 25450

Farmington, MI

Past

November 27, 2024 - May 2, 2025

EPI FINANCIAL GROUP

RIA

CRD#: 174160

TROY, MI

Past

August 16, 2024 - November 19, 2024

EDWARD JONES

RIA

CRD#: 250

Utica, MI

Past

August 16, 2024 - November 19, 2024

EDWARD JONES

CRD#: 250

Utica, MI

Past

April 3, 2024 - August 16, 2024

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

ROMEO, MI

Past

April 3, 2024 - August 16, 2024

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

ROMEO, MI

Past

July 5, 2023 - March 29, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Pleasant Ridge, MI

Past

July 3, 2023 - March 29, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Pleasant Ridge, MI

Past

February 17, 2022 - May 1, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Troy, MI

Past

October 15, 2021 - May 1, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Troy, MI

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".

ASSET ALLOCATION STRATEGIES, LLC

CRD#: 152339 / SEC#: 801-106707

RIA

Registered Investment Advisory firm - (9/28/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (3/30/2021 Terminated)

Michigan

Registered Investment Advisory firm - (3/30/2021 Terminated)

Vermont

Registered Investment Advisory firm - (6/14/2018 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).

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

Michigan
(7/22/2025)

Michigan
(11/6/2025)

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: 2/11/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/14/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/3/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

ASSET ALLOCATION STRATEGIES, LLC

CRD#: 152339 / SEC#: 801-106707

RIA

Registered Investment Advisory firm - (9/28/2015 Approved)

Massachusetts

Registered Investment Advisory firm - (3/30/2021 Terminated)

Michigan

Registered Investment Advisory firm - (3/30/2021 Terminated)

Vermont

Registered Investment Advisory firm - (6/14/2018 Terminated)

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Contact information

Main Address

33335 Grand River, Farmington, MI 48336

Mailing Address

Phone number

(248) 489-0101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSET ALLOCATION STRATEGIES, LLC FORM 2A 2025 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	3,883
AUM (Assets Under Management)	$ 767,431,598

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

Benson N. Onyegbula

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GLP INVESTMENT SERVICES, LLC

EPI FINANCIAL GROUP

EDWARD JONES

EDWARD JONES

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ASSET ALLOCATION STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2022

Series 7TO

Date: 10/14/2021

SIE

Date: 8/3/2021

FINRA

Current Firm

ASSET ALLOCATION STRATEGIES, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASSET ALLOCATION STRATEGIES, LLC

TRUST BUT VERIFY

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