Benson S. Laing

BR WEALTH MANAGEMENT

BOISE, ID 83706

CRD#: 8042618

Some features on this profile are disabled

Professional summary

Benson Scott Laing is a registered financial advisor currently at BR WEALTH MANAGEMENT located in Boise, Idaho.

Benson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Benson has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

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 Benson Scott Laing'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

December 1, 2025 - Present

BR WEALTH MANAGEMENT

Office #1: 380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706

RIA

CRD#: 307546

BOISE, ID

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".

BR WEALTH MANAGEMENT

BETO FINANCIAL GROUP, LLC | BR WEALTH MANAGEMENT

CRD#: 307546 / SEC#: 801-118952

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

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

Idaho
(12/1/2025)

IAR

Texas
(12/1/2025)

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: 9/26/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/18/2025

Securities Industry Essentials Examination

Current Firm

BR WEALTH MANAGEMENT

BETO FINANCIAL GROUP, LLC | BR WEALTH MANAGEMENT

CRD#: 307546 / SEC#: 801-118952

RIA

Registered Investment Advisory firm - (6/22/2020 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

380 E. Parkcenter Blvd. Suite 205, Boise, ID 83706

Mailing Address

Phone number

(208) 258-2540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	799
AUM (Assets Under Management)	$ 284,189,070

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.

Similar Advisors

Chris Crosby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Boise, ID

Jesse Woods

OSAIC WEALTH, INC.

IAR

MERIDIAN, ID

Kendell Frye

CLEAR CREEK FINANCIAL MANAGEMENT, LLC

IAR

Meridian, ID

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benson S. Laing

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benson Scott Laing's CRS (Customer Relationship Summary).

Certified licenses

Experience

BR WEALTH MANAGEMENT

Primary Firm SEC Registration

BR WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2025

SIE

Date: 6/18/2025

Current Firm

BR WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BR WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors