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James Paul Benson II

Advisor at OSAIC — Baxter, MN

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Baxter, MN 56425

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

James Benson II is a financial advisor with Osaic Wealth Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Cetera, AdvisorNet Wealth Partners, and Cornerstone Investment Advisors. Outside of his advisory work, he is a licensed pilot and owns several business entities related to his advisory practice. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct portfolios tailored to client risk tolerance and investment restrictions.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Baxter, MN

7590 Design Rd

Baxter MN 56425

Advisors at this office

2

Most active in

Florida · Minnesota · North Dakota · Texas

Work history

28 years of industry experience

Osaic Wealth inc

2024 - Present • 2 years

Baxter, MN

Cetera

2023 - 2024 • 1 year

Schaumburg, IL

AdvisorNet Wealth Partners

2016 - 2024 • 8 years

Minneapolis, MN

Cetera Advisor Networks Llc

2016 - 2024 • 8 years

Minneapolis, MN

Cornerstone Investment Advisors Llc

2009 - 2017 • 8 years

Baxter, MN

National Planning Corporation

2005 - 2016 • 11 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Private Advisor Group since 2013, concurrently serving at LPL Financial since 2012 and Bruce Johnson & Associates since 1991. He is also involved in a CPA affiliate program through Bruce Johnson & Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing clients access to third-party managers and proprietary programs.

Annuities Founder/Business Owner
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Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC since 2015 and is also associated with LPL Financial since 2012. Nesheim operates an investment advisory business under the name DeRosier and Associates in Brainerd, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and a variety of technology platforms and investment strategies, often implementing advice through third-party managers and wrap program services.

Annuities Founder/Business Owner
user avatar

Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group since 2012 and also associated with LPL Financial since 2011. In addition to his advisory work, he is a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and a variety of managed account solutions. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
user avatar

Riley D

Series 66

Brainerd, MN

Private Advisor Group, LLC

Riley De Rosier is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. Riley has experience working with LPL Financial LLC and previously operated DeRosier & Associates. Outside of finance, Riley has been involved with local baseball organizations, including Brainerd/Baxter Baseball and youth sports programs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a variety of managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model that incorporates diverse investment strategies and technology tools.

Annuities Founder/Business Owner
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Rebecca J

Series 63

Brainerd, MN

Primerica Advisors

Rebecca Janey is a financial advisor with Primerica Advisors in Brainerd, MN, holding a Series 63 designation and 26 years of industry experience. She has worked with Primerica Advisors since 1999 and operates Rebecca Janey and Associates LLC. Her other activities include part-time sales of loan products and home-related services for affiliated companies. Primerica Advisors is a large-scale institutional firm that primarily serves individual investors and offers a wrap-fee asset management program utilizing model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian S

Series 63, Series 65

Brainerd, MN

OSAIC

Brian Sedlachek is a financial advisor with OSAIC based in Brainerd, MN, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Sedlachek serves as president of Central Choice Insurance Group, Inc., where he is involved in fixed insurance sales. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to multiple third-party investment solutions. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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