David
Benning

Logan Park Wealth Management

CRD#4451037
Investment Advisor
in Minneapolis, MN

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About this Advisor

David Benning is a financial advisor based in Minneapolis, Minnesota, working with Logan Park Wealth Management. David has previously held positions at Ameriprise Financial Services, Inc and Lpwm, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, David is part of Logan Park Wealth Management, which operates out of Minneapolis, Minnesota. The firm has 7 employees and manages assets totaling $315.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Logan Park Wealth Management includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

121 S. 8Th Street Suite 1110
Minneapolis, MN 55402

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Logan Park Wealth Management Brokerage Details

Total Assets Under Management

$315,057,547

MN Average: $5,289,111,388
Total Number of Employees

7

MN Average: 157
Total Number of Accounts

1,234

MN Average: 8,262
Average Account Size

$255,314

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

David Benning Work History

2019 - Present (5 years)

Lpwm, LLC

2001 - 2019 (18 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of David Benning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Logan Park Wealth Management

Cole Hystead
Minneapolis, MN
Jeffery Sutton
Minneapolis, MN
David Benning
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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