Benjamin Micah Wenzel
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCOct 2025 to now
- Osaic Advisory Services, LLCNov 2024 to Oct 2025
- Osaic Wealth, Inc.Jun 2024 to Oct 2025
- Arbor Point AdvisorsNov 2020 to Nov 2024
- Securities America Advisors, Inc.Nov 2020 to Jun 2024
- Securities America, Inc.Nov 2020 to Jun 2024
- Kms Financial Services, Inc.Jan 2020 to Nov 2020
- LPL FinancialMar 2012 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5753405
- Firm CRD
- 6413