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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.

  1. LPL Enterprise, LLCMay 2025 to now
  2. UnemployedSep 2024 to May 2025
  3. Friends FarmApr 2024 to Sep 2024
  4. UnemployedMay 2023 to Apr 2024
  5. CompsychJan 2021 to May 2023
  6. UnemployedSep 2020 to Jan 2021
  7. Gibbons-white LLCNov 2018 to Sep 2020
  8. Ihomes ColoradoJul 2018 to Oct 2018
  9. UnemployedSep 2017 to Jul 2018
  10. 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
Advisor's SEC record (opens in a new tab)
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