Benjamin Doerner (CRD# 7470150) is an Investment Advisor Representative working at Lpl Financial LLC in Kentwood, MI and has 1 year of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Kentwood, MI | Nov 2021 - Current | 2 |
| Bridgepoint Wealth Management | Kentwood, MI | Nov 2021 - Nov 2022 | 1 |
| Union Bank Of Michigan | Lake Odessa, MI | May 2020 - Mar 2022 | 1 |
| Amazon | Caledonia, MI | Apr 2020 - May 2020 | < 1 |
| Blackford Capital | Grand Rapids, MI | Feb 2020 - Apr 2020 | < 1 |
| Grand Valley State University | Allendale, MI | Aug 2016 - Apr 2020 | 3 |
| Huntington National Bank | Grandville, MI | Dec 2018 - Dec 2019 | 1 |
| Huntington National Bank | Jenison, MI | Nov 2017 - Dec 2018 | 1 |
| Huntington National Bank | Jenison, MI | May 2017 - Nov 2017 | < 1 |
| Campus Dining | Allenadale, MI | Jan 2017 - Mar 2017 | < 1 |
| Great Lakes Loons | Midland, MI | Mar 2016 - Sep 2016 | < 1 |
| Derosha Model Yachts | Freeland, MI | Jun 2010 - Sep 2016 | 6 |
| Saginaw County Mosquito Abatement Commission | Saginaw, MI | Jun 2016 - Aug 2016 | < 1 |
| Valley Lutheran High School | Saginaw, MI | Aug 2012 - Jun 2016 | 3 |
| Little Caesars | Freeland, MI | Mar 2016 - May 2016 | < 1 |
| Villa D'alessandro | Midland, MI | Feb 2016 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.