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Tor Paul Benson

STREAMLINE ADVISORY
BELLINGHAM, WA
·CRD# 7682710·4 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

4 years in the financial services industry

Current & Past Employments

STREAMLINE ADVISORY·CRD# 335789
RIA
2219 Rimland Dr Suite 301, Bellingham, WA 98226
June 13, 2025 - Present
FINANCIAL PLAN, INC.·CRD# 116073
RIA
Bellingham, WA
January 9, 2023 - November 22, 2024

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Current Firm

SA
STREAMLINE ADVISORY

STREAMLINE ADVISORY | THE STREAMLINE ADVISORY GROUP | STREAMLINE ADVISORY LLC

CRD#: 335789
Alaska
Registered Investment Advisory firm - Alaska (5/12/2026 Approved)
Washington
Registered Investment Advisory firm - Washington (6/13/2025 Approved)

Contact Information

Main Address

2219 Rimland Dr Suite 301, Bellingham, WA 98226

Phone Number

(360) 207-5200

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

19

AUM (Assets Under Management)

$1,497,573

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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 is the Treasurer of Bellingham Bay Rotary Club and devotes approximately 10 hours per month to this activity, approximately 5 hours per month are during trading hours. Rotary is a volunteer organization that meets at 3729 Meridian St, Bellingham, WA 98225. Tor Benson is the Treasurer of Northwest Water Association and devotes approximately 5 hours per month to this activity, approximately 1 hour per month are during trading hours. NorthWest Water Association is a non profit that meets at 5207 Graveline Rd, Bellingham, WA 98226. Tor Benson is a candidate for the Bellingham Port Commission and devotes approximately 40 hours per month to this activity, approximately 5 hours per month are during trading hours. Bellingham Port Commission is a public economic development organization that meets at 1801 Roeder Ave, Bellingham, WA 98225. Tor Benson is a Logistics Manager for GAC North America, a shipping logistics companies. Tor Benson devotes 30 hours per week to this activity, approximately 15 hours per week during trading hours. Tor Benson began this activity in February of 2025 and facilitates smooth operations while in Puget Sound port calls. GAC North America is located at 2219 Rimland Dr Suite 301 Bellingham WA 98226. Clients of Streamline Advisory are not involved in, nor are they solicited to participate in this outside business activity.

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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.
IAR
Alaska
(5/12/2026)
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2022About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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