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RIA / WealthAdvisorCertified Financial Planner23 years in industry

BENSON PATRICK MATHEWS

Advisor at VANTAGE WEALTH PLANNING

RENO, NV

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Apr 3, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VANTAGE WEALTH PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 1, 2010
First registration: Apr 3, 2003
Dual registered: no
IAPD individual key: 4574483

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VANTAGE WEALTH PLANNING	Independent wealth	Oct 24, 2017	n/a	yes	RENO, NV	Current employment
VANTAGE WEALTH PLANNING	Independent wealth	Oct 24, 2017	Dec 31, 2018	no	RENO, NV	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jun 30, 2014	Sep 21, 2017	no	RENO, NV	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 7, 2014	Jun 16, 2014	no	Reno, NV	Previous registration
CORNERSTONE ADVISORS INC	Former SEC adviser	Aug 26, 2010	Apr 10, 2014	no	BELLEVUE, WA	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Mar 19, 2010	Aug 6, 2010	no	RENO, NV	Previous registration
FIRST ALLIED SECURITIES, INC.	Former SEC adviser	May 28, 2004	Feb 24, 2005	no	RENO, NV	Previous registration
WADDELL & REED	Former SEC adviser	Apr 3, 2003	Jun 1, 2004	no	RENO, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVICE AND PLANNING SERVICES	VANTAGE WEALTH PLANNING	Sep 21, 2017	Oct 24, 2017	33	Firm change	Other
CHARLES SCHWAB & CO., INC.	ADVICE AND PLANNING SERVICES	Jun 16, 2014	Jun 30, 2014	14	Firm change	Other
CORNERSTONE ADVISORS INC	CHARLES SCHWAB & CO., INC.	Apr 10, 2014	May 7, 2014	27	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	CORNERSTONE ADVISORS INC	Aug 6, 2010	Aug 26, 2010	20	Firm change	Other
FIRST ALLIED SECURITIES, INC.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Feb 24, 2005	Mar 19, 2010	1,849	Firm change after gap	Other
WADDELL & REED	FIRST ALLIED SECURITIES, INC.	Jun 1, 2004	May 28, 2004	-4	Firm change	Other

Relationships

Registered with (7)

→ VANTAGE WEALTH PLANNINGRegistered adviserregistration: previous registration
Oct 24, 2017 to Dec 31, 2018factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 30, 2014 to Sep 21, 2017factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 7, 2014 to Jun 16, 2014factForm ADV
→ CORNERSTONE ADVISORS INCRegistered adviserregistration: previous registration
Aug 26, 2010 to Apr 10, 2014factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Mar 19, 2010 to Aug 6, 2010factForm ADV
→ FIRST ALLIED SECURITIES, INC.Registered adviserregistration: previous registration
May 28, 2004 to Feb 24, 2005factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Apr 3, 2003 to Jun 1, 2004factForm ADV

Dated events

No dated event names this entity yet.