Benjamin W Kline
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- LPL Financial LLCSep 2025 to now
- Kline Strategic LLCJul 2025 to now
- Jfc AdvisorsSep 2025 to Sep 2025
- Cetera Investment Advisers LLCJun 2024 to Sep 2025
- Cetera Wealth Services, LLCJun 2024 to Sep 2025
- Edward JonesSep 2021 to Jun 2024
- UnemployedJul 2021 to Sep 2021
- Eli Lilly & CoAug 2020 to Jul 2021
- United States ArmyApr 2016 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7427487
- Firm CRD
- 6413