Benjamin Kille (CRD# 1325992) is an Investment Advisor Representative working at Wealthspire Advisors in West Hartford, CT and has over 39 years of experience in the finance industry. Benjamin Kille has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthspire Advisors | West Hartford, CT | Sep 2022 - Current | 1 |
| Private Capital Group, LLC | West Hartford, CT | Mar 2003 - Sep 2022 | 19 |
| Nfp Securities, Inc. | West Hartford, CT | Jun 2003 - Apr 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1985 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- CT
- TX
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Total Assets Under Management18,872MILLIONS
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Total Number of Accounts7,156ACCOUNTS
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Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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