Timothy
Bennion

Cetera Investment Advisers LLC

CRD#6089005
Investment Advisor
in Eugene, OR

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About this Advisor

Timothy Bennion is a financial advisor based in Eugene, Oregon, working with Cetera Investment Advisers LLC. Timothy has previously held positions at H.D. Vest Investment Services, Ray M Settelmeyer, Cpa, Pc, Es&A Sign Corp, H.D. Advisory Services, Hd Vest Insurance Agency, LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Knecht'S Of Springfield, Inc, Sheppard Motors, LTD, Bennion Financial and Tim K Bennion Cpa, LLC, Dba For Financial Services. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Timothy is part of Cetera Investment Advisers LLC, which operates out of Eugene, Oregon. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

79 Centennial Loop
Eugene, OR 97401

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

OR Average: $6,674,516,078
Total Number of Employees

6,648

OR Average: 44
Total Number of Accounts

423,554

OR Average: 2,564
Average Account Size

$246,648

OR Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Timothy Bennion Work History

2023 - Present (1 year)

Bennion Financial

2020 - Present (4 years)

Cetera Financial Specialists LLC

2020 - Present (4 years)

Cetera Investment Advisers LLC

2016 - Present (8 years)

Tim K Bennion Cpa, LLC, Dba For Financial Services

2019 - 2019 (< 1 year)

Sheppard Motors, LTD

2018 - 2020 (2 years)

Hd Vest Insurance Agency, LLC

2012 - 2020 (8 years)

H.D. Vest Investment Services

2012 - 2020 (8 years)

H.D. Advisory Services

2011 - 2015 (4 years)

Ray M Settelmeyer, Cpa, Pc

2009 - 2017 (8 years)

Knecht'S Of Springfield, Inc

2008 - 2023 (15 years)

Es&A Sign Corp

Disclosures

Please visit the SEC profile of Timothy Bennion 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 Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

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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