Benjamin Louis Gelt
Investment adviser representative at LPL Enterprise, LLC
12 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 Enterprise, LLCNov 2024 to now
- Prudential Insurance Company of AmericaNov 2020 to Nov 2024
- Grey Eagle DistributorsSep 2020 to Nov 2024
- Pruco Securities, LLC.Aug 2020 to Nov 2024
- UnemployedJun 2020 to Aug 2020
- Mcadam LLCOct 2019 to Jun 2020
- La RamsSep 2019 to Jan 2020
- UnemployedMay 2018 to Sep 2019
- Saint Louis UniversityAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MO).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7023482
- Firm CRD
- 8733