CB
CB

Coleman Troy Benko

17 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K
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Location

3651 Mars Hill Road, Suite 3100-B, Watkinsville, GA, 30677

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History

Regulatory History (1)
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Customer Dispute
October 2020
Settled
Other Business ActivitiesSells Insurance

Coleman owns Benko Capital Management, Inc. and DBA Benko Financial Services, dedicating nearly full-time hours to offering financial services and managing the S-corp. Coleman also sells fixed insurance and annuities on an as-needed basis, spending minimal time on this activity.

Employment History
Current Registrations
Strategic Blueprint, LLC
September 2020 - Present · 5 yrs 5 mos
The Strategic Financial Alliance, INC.Broker
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
LPL Financial LLC
July 2014 - October 2020 · 6 yrs 3 mos
LPL Financial LLCBroker
July 2014 - October 2020 · 6 yrs 3 mos
Ameriprise Financial Services, INC.
February 2008 - August 2014 · 6 yrs 6 mos
Ameriprise Financial Services, INC.Broker
January 2008 - August 2014 · 6 yrs 7 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.