RB
Robert A. Bensman
KESTRA ADVISORY SERVICES
BANNOCKBURN, IL 60015
Some features on this profile are disabled
CRD#: 829219
RB
Professional summary
Robert A Bensman is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Bannockburn, Illinois and KESTRA INVESTMENT SERVICES, LLC located in Bannockburn, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 22TO, Series 6TO, SIE, Series 7, Series 1, Series 24 and Series 26 exams.
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.
Business Name: RJT, LLC Investment Related: No Address: c/o Tom Korman @ Gould & Ratner 222 North LaSalle - Suite 800 Chicago IL 60601 Nature of Business: Other Other/None of the Above Passive investments. We invest in Private Equity opportunities. No active management. Position, Title or Relationship: limited partner Start Date: 7/2/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: help to evaluate opportunities. Business Name: Schemata, L.L.C. Investment Related: No Address: 2333 Waukegan Road Suite 275 Bannockburn IL 60015 Nature of Business: Consulting Position, Title or Relationship: Founding member Start Date: 4/24/2001 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Consulting Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: Associated Agencies Investment Related: Yes Address: 1701 Golf Road, Suite 3-700 Rolling Meadows IL 60008 Nature of Business: Insurance Position, Title or Relationship: Founder/CEO Bensman Associates Ltd./Bensman Risk Management, Inc. Start Date: 7/1/2020 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Sales, marketing, strategic planning, and relationship development Business Name: Family Enterprise Solutions LLC Investment Related: No Address: P.O. Box 900880 Sandy UT 84090 Nature of Business: Other Other/None of the Above Provide clients with a comprehensive source of info to assist them as needed by providing relevant info i.e. list of advisors, where documents are located, etc. Position, Title or Relationship: Member of LLC, Start Date: 1/4/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Marketing, strategy, intorucduce potential clients Business Name: TAX EFFICIENT SOLUTIONS POSITION: Independent contractor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2021 ADDRESS: 301 Hendricks Isle, Unit 1, Fort Lauderdale FL 33301 DESCRIPTION: Identify clients, and develop relationships with clients. Assist in securing permanent life insurance with premium financing (bank) Business Name: BENSMAN ASSOCIATES LTD. POSITION: CEO NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 88 SECURITIES TRADING HOURS: 63 START DATE: 05/01/1982 ADDRESS: 2333 Waukegan Road Suite 275, Bannockburn IL 60015 DESCRIPTION: Sales. Business Development, Consulting
CRS (Client Relationship Summary) - RIA
Click below to view Robert A Bensman'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®
NoneExperience
Current
April 18, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2333 Waukegan Rd. Suite 275, Bannockburn, IL 60015RIA
CRD#: 283330
BANNOCKBURN, IL
Current
November 20, 2003 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2333 Waukegan Rd. Suite 275, Bannockburn, IL 60015BD
CRD#: 42046
Bannockburn, IL
Past
November 20, 2003 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BANNOCKBURN, IL
Past
October 16, 1997 - December 1, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
DES PLAINES, IL
Past
October 26, 1976 - November 20, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
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
RR
Arizona(1/21/2005)
RR
California(11/20/2003)
RR
Colorado(11/20/2003)
RR
Connecticut(11/20/2003)
RR
Florida(11/20/2003)
RR
Georgia(12/5/2003)
RR
Illinois(11/20/2003)
IAR
Illinois(4/18/2016)
RR
Massachusetts(1/21/2005)
RR
Michigan(1/21/2005)
RR
Minnesota(11/20/2003)
RR
Missouri(11/20/2003)
RR
Nevada(7/24/2007)
RR
New Hampshire(11/20/2003)
RR
New Jersey(4/5/2004)
RR
New York(11/20/2003)
RR
Ohio(11/20/2003)
RR
Pennsylvania(11/20/2003)
RR
Texas(10/10/2018)
RR
Utah(7/7/2005)
IAR
Utah(4/17/2025)
RR
Virginia(1/21/2005)
RR
Wisconsin(1/21/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/22/1976
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
