With over 7 years experience in the financial securities industry, Ben delivers comprehensive wealth management solutions that include a variety of account types including managed investment accounts, IRA's, and revocable/irrevocable trusts. He has built his financial services practice on a foundation of high integrity and prudent capital markets guidance while providing superior client communicat
ions and service. His approach to portfolio construction is sound, uncomplicated and emphasizes diversification across all asset classes and security types. degree from Illinois State University, where he majored in Finance and minored in Accounting. He holds his Series 7 and 66 securities registrations with LPL Financial as well as his Life, Health, and Long-Term Care insurance licenses. (Only an estimated 20% of Financial Advisors hold the CFP® Certification*)
*As reported by CNBC 2019, based on total advisors worldwide
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org
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