Tor P. Benson

STREAMLINE ADVISORY

BELLINGHAM, WA 98226

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CRD#: 7682710

Professional summary

Tor Paul Benson is a registered financial advisor currently at STREAMLINE ADVISORY located in Bellingham, Washington.

Tor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tor has worked at 2 firms and has passed the Series 65 exam.

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.

Tor Benson owns a commercial fishing permit. The address is 4920 Aldrich Rd, Bellingham, WA 98226. This activity began in June 2008. Tor Benson devotes approximately one hour per month to this activity, which takes place outside of trading hours. Clients of Streamline are not involved in, nor are they solicited to participate in this outside business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tor Paul Benson'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

June 13, 2025 - Present

STREAMLINE ADVISORY

Office #1: 2219 Rimland Dr Suite 301, Bellingham, WA 98226

RIA

CRD#: 335789

BELLINGHAM, WA

Past

January 9, 2023 - November 22, 2024

FINANCIAL PLAN, INC.

RIA

CRD#: 116073

BELLINGHAM, WA

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

Washington
(6/13/2025)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/12/2022

Uniform Investment Adviser Law Examination

Current Firm

STREAMLINE ADVISORY

STREAMLINE ADVISORY | THE STREAMLINE ADVISORY GROUP | STREAMLINE ADVISORY LLC

CRD#: 335789 / SEC#:

Washington

Registered Investment Advisory firm - (6/13/2025 Approved)

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Contact information

Main Address

2219 Rimland Dr Suite 301, Bellingham, WA 98226

Mailing Address

Phone number

(907) 518-1836

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Tor P. Benson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tor Paul Benson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STREAMLINE ADVISORY

FINANCIAL PLAN, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/2022

Current Firm

STREAMLINE ADVISORY

Contact information

Documents

Red Flags

Company Information

STREAMLINE ADVISORY

TRUST BUT VERIFY

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