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Credentials
Series 66
Experience Industry experience
17 years
Location
Valentine, NE 69201
Cambridge Investment Research Advisors
Institution
Talia Benson is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with Cambridge Investment Research Advisors, having joined in 2024, after four years with Ameriprise. Benson serves on the boards of the Cherry County Hospital Foundation and the Sandhills Area Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a variety of customized investment solutions through a network of independent financial professionals.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Valentine, NE
155 N Main St.
Valentine NE 69201
Advisors at this office
1
Nebraska · Texas
17 years of industry experience
Cambridge Investment Research Advisors
2024 - Present • 2 years
Fairfield, IA
Cambridge Investment Research, Inc.
2024 - Present • 2 years
Fairfield, IA
Ameriprise
2020 - 2024 • 4 years
Valentine, NE
Ameriprise Financial Services, Inc.
2016 - 2020 • 4 years
Winner, SD
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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