BL
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Bennett Charles Lang

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

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Location

1000 Shelard Parkway, Suite 300, Minneapolis, MN, 55426

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bennett is an Investment Advisor Representative at Focus Financial Network, dedicating nearly full-time hours to securities trading. He also works as an insurance agent selling fixed insurance products, spending about 10-20% of his time on this activity, and is the President of Westwood Wealth Management, an S-Corp established to manage his 1099 income, requiring minimal time.

Employment History
Current Registrations
Focus Financial
March 2015 - Present · 10 yrs 11 mos
Osaic Wealth, INC.Broker
December 2014 - Present · 11 yrs 2 mos
State Registrations8 states
CAINKSMNNDTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.