Brian Benest

Brian Benest, CPFA

LPL Financial Advisor
1400 Blairsferry Road NE
Cedar Rapids, IA 52402

(319) 730-3212 |  (319) 651-8759


brianbenest@greenstatewm.org

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Brian Benest is an LPL Financial Advisor for GreenState Wealth Management.

Prior to joining GreenState Wealth Management, Brian spent most of his career at Wells Fargo Advisors.

Brian graduated from the University of Northern Iowa with a Business degree. Growing up, Brian always had a passion for the markets and knew he wanted to go into investments and financial planning well before he graduated. Because of this passion, Brian has spent over 20 years in the financial services industry where his focus has been on financial planning and helping clients work toward achieve their goals. In 2021, Brian received his Certified Plan Fiduciary Advisor (CPFA) credential.

Brian currently holds FINRA Series 7 and 66 through LPL Financial, as well as state Life and Health Insurance licenses.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union  and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NE, NM, NC, NV, OH, OR, PA, SC, SD, TN, TX. UT, VA, WA, WI, WY. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any
Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union Deposits
or Obligations
May Lose
Value