Martin Benz
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, LLCMay 2025 to now
- UnemployedSep 2024 to May 2025
- Friends FarmApr 2024 to Sep 2024
- UnemployedMay 2023 to Apr 2024
- CompsychJan 2021 to May 2023
- UnemployedSep 2020 to Jan 2021
- Gibbons-white LLCNov 2018 to Sep 2020
- Ihomes ColoradoJul 2018 to Oct 2018
- UnemployedSep 2017 to Jul 2018
- Technology Connection StoreSep 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8077169
- Firm CRD
- 8733