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Sheldon Matthew Benge

Advisor Resource Council

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About Sheldon Matthew Benge

Sheldon Matthew Benge is a financial advisor with over 10 years of experience in the industry. Sheldon has a Series 7 and Series 66 license and is also a Certified Financial Planner. Sheldon is currently registered with Advisor Resource Council and previously worked with Wells Fargo Advisors, LLC and Mercer Allied Company, L.P. Sheldon has extensive experience providing financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and charitable organizations.

Firm Information

Sheldon Benge is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sheldon Benge’s Registration & Firm History

TX

10/01/2016 - Present

Advisor Resource Council (Roanoke TX)

TX

03/12/2010 - 10/07/2016

WELLS FARGO ADVISORS, LLC (SOUTHLAKE TX)

TX

01/23/2008 - 03/01/2010

MERCER ALLIED COMPANY, L.P. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 05/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheldon Matthew Benge.
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