Professional

Doug has been challenging clients to plan for financial security for over 7 years.  Early in his career he established himself as a leader in both his office and the industry by cultivating relationships based upon integrity, knowledge and commitment.  He thoroughly enjoys the relationships that he has made during his career and appreciates the planning first mentality that his team brings to client relationships.  Doug has earned the CFP®, CLU®, and ChFC® designations from the American College and currently holds the FINRA Series 6, 7, 63, and 65 licenses.  

Doug speaking at Northwestern Mutual Annual Meeting in 2015. Doug and Managing Director, Kalvin Grabau-Keele at Central Meeting in 2016.

Awards

Forum 2015-2017

Rookie of the year Erhard Financial Group 2010-2011

#5 Top 10 Central Year 2015

#9 Top 10 Central Year 2016 


Designations

Douglas Benson JR., CFP®, CLU®, ChFC®

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

ChFC® (Chartered Financial Consultant®): The ChFC® designation has been a mark of excellence for almost thirty years and currently requires nine college-level courses, the most of any financial planning credential. Average study time to earn the ChFC® exceeds 450 hours. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. Additional electives are chosen from such topics as macroeconomics, financial decisions for retirement, and executive compensation. ChFC®designees must meet experience requirements and adhere to continuing education and ethical standards. The credential is awarded by The American College, a non-profit educator with an 85-year heritage and the highest level of academic accreditation.

Since 1927, the Chartered Life Underwriter (CLU®designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Charlie Kehr, RICP®

The Retirement Income Certified Professional (RICP®) is the first must-have designation in 30 years, and is only available from The American College.  While many financial professionals are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income plans. The risks clients face-economic and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs-mean financial professionals need all the latest thinking and techniques to serve their clients’ changing needs.

Andrew Stumbo, CFP®, CLU®

The CERTIFIED FINANCIAL PLANNERTM (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Since 1927, the Chartered Life Underwriter (CLU®designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Katie Bryan, CLU®

Since 1927, the Chartered Life Underwriter (CLU®designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Douglas Benson Jr, CLU®, ChFC®, CFP®
Wealth Management Advisor


Benson Wealth Management

 

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