Benjamin Clayton Forte
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Kickstand Wealth AdvisorsJun 2026 to now
- TIAAMay 2023 to Jun 2026
- TIAA-CREF Individual & Institutional Services, LLCMay 2023 to Jun 2026
- Esl Investment Services, LLCFeb 2020 to May 2023
- LPL FinancialNov 2019 to May 2023
- Esl Federal Credit UnionNov 2018 to Jan 2022
- Roberts Wesleyan CollegeSep 2018 to Dec 2019
- Deerfoot LodgeJun 2017 to Aug 2017
- Elim Bible Institute and CollegeAug 2016 to May 2018
- Salvatore's at Donuts DeliteApr 2016 to Nov 2018
- WendysApr 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kickstand Wealth Advisors
Legal name: Kickstand Ventures, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7197231
- 327022