Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Bentzen is a financial advisor with over 10 years of experience in the industry. Clayton is currently registered with LPL Financial LLC and has been with the firm since February 2018. Prior to that, Clayton worked for INVEST Financial Corporation and Edward Jones. Clayton has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice. He offers a variety of financial services, including financial planning, investment management, and insurance. Clayton is dedicated to helping his clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/20/2018 - Present
LPL Financial LLC (OSAGE BEACH MO)
MO
05/27/2010 - 02/14/2018
INVEST FINANCIAL CORPORATION (OSAGE BEACH MO)
MO
09/29/2009 - 04/21/2010
EDWARD JONES (JEFFERSON CITY MO)
BOTH
Issued 10/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clayton Bentzen is the right advisor for you? Invested Better is here to help.
