Benard Kyule Weibel
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
12 years in the industry.
- LPL Financial LLCFeb 2024 to now
- Flagstar BankDec 2018 to now
- Infinex Investments, Inc.Jan 2019 to Jan 2024
- Purdue University Fort WayneJan 2017 to Jan 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2018
- Wells Fargo Advisors, LLCSep 2016 to Nov 2016
- Wells Fargo Bank, NAJan 2015 to Dec 2018
- Ivy TechMar 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6711690
- Firm CRD
- 6413