DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Benjamin Robert Setterlund

Cahill Financial Advisors, Inc.independent RIAEdina, Mn IA-onlyIAPD 4416275

Certified Financial Planner

Feed of 09/14/2026

Also filed as Benjamin R Setterlund

At current firm

5 y

since Oct 21, 2020

In the industry

25 y

since Jun 1, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principal - Wealth Management, CFP®reportedcahillfa.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Cahill Financial Advisors, Inc. independent RIA current
since Oct 21, 2020 · Edina, Mn
Cri Securities, LLC former
Jan 20, 2009 to Oct 23, 2020 · Minneapolis, Mn
Securian Financial Services, Inc. former
Jan 8, 2008 to Oct 23, 2020 · Minneapolis, Mn
Marathon Advisors, Inc unclassified
Sep 22, 2003 to Dec 31, 2007 · Minneapolis, Mn

Moves

a registration end followed by a registration begin elsewhere

Securian Financial Services, Inc. to Cri Securities, LLC
left Oct 23, 2020, registered Jan 20, 2009 (-4294 days) · channel change inside one enterprise, not a move
Cri Securities, LLC to Cahill Financial Advisors, Inc.
left Oct 23, 2020, registered Oct 21, 2020 (-2 days) · Affiliated broker-dealer or bank to independent RIA
Marathon Advisors, Inc to Securian Financial Services, Inc.
left Dec 31, 2007, registered Jan 8, 2008 (8 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address