Firm managing $170 million at National Planning moves to OSJ

Benson Financial Group in Hannibal, Mo., affiliates with branch of Securities America.
SEP 12, 2017
By  Bloomberg

Benson Financial Group, which managed $170 million when affiliated with National Planning Corp., has joined Compass Financial Resources, an Olathe, Kan.-based office of supervisory jurisdiction of Securities America. Based in Hannibal, Mo., Benson Financial has eight brokers and three staff members. "We can come to the office and be financial advisers again," said Patrick Benson, whose firm had been affiliated with National Planning Corp. since 2007. "Over the last four months, with all the DOL conversations, it's been hard to get out of bed and focus on what we do." Mr. Benson started his career at Franklin Financial Services in 1996 and joined American General Securities in 2002.

Latest News

Gold continues to shine, but will jobs data change that?
Gold continues to shine, but will jobs data change that?

Traders are awaiting the latest snapshot of US economic strength.

Veritas could be about to snap up one of Wall Street’s oldest names
Veritas could be about to snap up one of Wall Street’s oldest names

Private equity firm reportedly in talks to make an acquisition.

Trump wants to scrap one of private equities' tax breaks, again
Trump wants to scrap one of private equities' tax breaks, again

Exemption enjoyed by PE and VC firms was under fire in his first term too.

CFTC's Pham fires person leading investigation into her
CFTC's Pham fires person leading investigation into her

Sources claim replacement is the commission’s diversity chief.

Why financial honesty is key to harmonious relationships
Why financial honesty is key to harmonious relationships

Nearly half of single Americans think their net worth shapes their fate in dating, but the biggest financial green flags tell a different story.

SPONSORED Taylor Matthews on what's behind Farther's rapid growth

From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.

SPONSORED Why wealth advisors should care about the future of federal tax policy

Blue Vault features expert strategies to harness for maximum client advantage.