Lesli Deann Benoit
Professional Summary
Lesli Deann Benoit, who also goes by Lesli Deann Lodahl, is a registered financial advisor currently at M. S. HOWELLS & CO. located in Billings, Montana. Lesli is registered as a RR (Registered Representative) and started their career in finance in 2024. Lesli has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Lesli Deann Lodahl
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D.A. DAVIDSON & CO.
Videos & Posts
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D.A. DAVIDSON & CO.
Contact Information
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D.A. DAVIDSON & CO.
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Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
M. S. HOWELLS & CO.
Contact Information
Main Address
23350 N. Pima Rd., Scottsdale, AZ 85255Mailing Address
23350 N. Pima Rd., Scottsdale, AZ 85255Phone Number
(480) 563-2000Established
Delaware since 04/11/2000Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MARK HOWELLS TRUST, DATED 6/25/1997, MARK HOWELLS TRUSTEE | OWNER | — |
| SANTAMARIA, KATRINA PATRICIA | CHIEF EXECUTIVE OFFICER | 3248779 |
| CRITES, MARCY ANN | FINANCIAL AND OPERATIONS PRINCIPAL (FINOP) | 6346298 |
| HOWELLS, MARK STEPHEN | EXECUTIVE CHAIRMAN/DIRECTOR | 726921 |
| HOWELLS, MARK STEPHEN | TRUSTEE FOR MARK HOWELLS TRUST DATED 6/25/1997 | 726921 |
| JORDAN, CHRISTOPHER SHANE | CHIEF COMPLIANCE OFFICER | 2843281 |
| KREIZENBECK, TARA LYNN | CHIEF OPERATING OFFICER | 7141895 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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D.A. DAVIDSON & CO.
State Registrations and Notice Filings
(4/29/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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D.A. DAVIDSON & CO.
CRS (Client Relationship Summary) - BD
Click below to view Lesli Deann Benoit's CRS (Customer Relationship Summary).
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D.A. DAVIDSON & CO.