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Robert A. Bensman
Founder & CEO

Bob is the Founder and CEO of The Bensman Group (1976), a financial services firm located in Bannockburn, Illinois, serving clients domestically and internationally.

Bob's primary responsibilities include developing deep, meaningful client relationships, strategy, vision, opportunity recognition, and addressing unique situations requiring special attention.

His greatest ability is to fully understand the unique individual concerns of each of his
clients, and related complex planning issues. Embracing an integrated approach and working
cohesively with advisory team members, Bob helps his clients to crystallize their core values,
and develops customized solutions that can contribute to the fulfillment of their objectives.

Over the course of his career, Bob has helped guide and been involved in many aspects of inter and
intra-generational planning, as well as planning for organizations and their executives. He
has addressed numerous complex issues, financial and non-financial. This includes helping
to define missions and goals, as well as the design and implementation of strategies to achieve
these objectives.

Bob’s clientele include: ultra-high net worth individuals ($10 million - $1 billion+),
members of their families, professionals, executives, senior management teams, family offices,
entrepreneurs, entertainers, professional athletes, and retirees. He finds these accomplished
leaders expect and require integrity, loyalty, vision, superior service, expert advice, meaningful
long-term relationships, and an “outside the box” thought leader.

Education, Designations, Licenses, and Organizations
Bob earned his B.S. degree (Major in Business Administration) from the University of Illinois,
Champaign-Urbana, Illinois.

He earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC),
and Registered Health Underwriter (RHU®) designations from The American College, Bryn
Mawr, PA.

Bob holds the following licenses: Investment Company Products/Variable Contracts Limited
Representative (Series 6); General Securities Representative (Series 7); General Securities
Principal (Series 24); Investment Company Products/Variable Contracts Limited Principal
(Series 26); Uniform Securities Agent State Law Examination (Series 63) (NASAA); and
Uniform Investment Adviser Law Examination (Series 65).

Bob was the Co-Chairman of the Corporate Community Advisory Board (CCAB) - LINKS,
a non-profit organization. He has worked with a number of local, national, and international
philanthropic organizations assisting them with their fundraising and strategic long term
planning. He has served on numerous committees and advisory boards of insurance companies throughout the United States.

California Insurance license #0A97887

Bob's personal interests include: family, horses, mentoring, philanthropy, tennis, skiing, bicycling, travel, golf, coaching, public speaking, and a commitment to life-long learning.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Bensman Group, Bensman Associates Ltd., Bensman Risk Management, Inc., or Schemata, LLC. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not offer tax or legal advice and are not Certified Public Accounting Firms.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-2582.

This communication is strictly intended for individuals residing in the state(s) of IL. No offers may be made or accepted from any resident outside the specific states referenced.

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