Bennett Carter Kerfeld
Investment Adviser Representative at Newedge Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bennett Carter Kerfeld is an investment adviser representative with Newedge Advisors in Chanhassen, MN, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Level FOUR Advisory Services and Thrivent Investment Management Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of Minnesota DuluthDec 2017 – May 2021Duluth, MN
- Home DepotSep 2015 – Mar 2017Chaska, MN
- Lavin LacrosseNov 2015 – Jun 2018Chanhassen, MN
- Extreme KidsJun 2017 – Aug 2017Chaska, MN
- Kwik TripJun 2018 – Dec 2019Duluth, MN
- Thrivent FinancialJun 2020 – Aug 2020Burnsville, MN
- Thrivent Investment Management IncApr 2021 – May 2023Shakopee, MN
- Chaska High SchoolJun 2013 – May 2017Chaska, MN
- C3ylaJun 2015 – Aug 2020Chaska, MN
- Thrivent FinancialJul 2021 – Nov 2021Appleton, WI
- Thrivent FinancialNov 2021 – May 2023Appleton, WI
- Level FOUR Financial, LLCMay 2023 – Nov 2025Dallas, TX
- Level FOUR Advisory Services, LLCMay 2023 – Nov 2025Dallas, TX
- NewEdge Advisors, LLCDec 2025 – no end date reportedNew Orleans, LA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Newedge Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investments, portfolio management, risk management, retirement planning, business planning, and estate planning, with personalized strategies tailored to individual goals and priorities
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 594
- Offices listed on AdvisorFinder:
- 201
- Main office:
- New Orleans, LA
- SEC file number:
- 801-79876
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Newedge Advisors
Showing 12 of 594 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bennett Carter Kerfeld has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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