Timothy Bennion
Advisor at Cetera
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Timothy Bennion is a financial advisor with Cetera in Eugene, Oregon, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera since 2020 and is the owner of Bennion Financial, a financial services firm. Bennion also serves as a board member of ES&A Sign Corp and Lane County Youth for Christ, where he completes tax returns. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad advisory platform.
Client services
Based on Cetera
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Cetera
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Charitable giving & philanthropy
Fee options
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
Location
79 Centennial Loop
Eugene, OR 97401
Most active in
Timothy B has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Work history
Bennion Financial
2023 - Present (3 years)
Cetera
2020 - Present (6 years)
Cetera Financial Specialists LLC
2020 - Present (6 years)
Sheppard Motors, LTD
2019 - 2019 (1 year)
HD Vest Insurance Agency, LLC
2018 - 2020 (2 years)
Tim K. Bennion CPA, LLC, dba Financial Services
2016 - Present (10 years)
H.D. Advisory Services
2012 - 2020 (8 years)
H.D. Vest Investment Services
2012 - 2020 (8 years)
Knecht's of Springfield, Inc.
2009 - 2017 (8 years)
ES&A Sign Corp
2008 - 2023 (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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