Benjamin Goodpaster

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 08/2018
  Jpmorgan Chase Bank
  Fort Wayne, IN
• 08/2018 → 11/2018
  Indiana Democratic Party
  Indianapolis, IN
• 03/2019 → 08/2019
  Freeway Insurance Services
  Fort Wayne, IN
• 08/2019 → 04/2021
  Cx Institutional
  Auburn, IN
• 04/2021 → 11/2021
  Sanctuary Securities
  Indianapolis, IN
• 11/2021 → 02/2022
  Unemployed
  Carmel, IN
• 11/2018 → 03/2019
  Unemployed
  Fort Wayne, IN
• 02/2022 → 05/2022
  Keenan Blanchford
  Indianapolis, IN
• 02/2022 → 05/2022
  Northwestern Mutual Investment Services Llc
  Indianapolis, IN
• 08/2019 → 05/2020
  Lpl Financial
  Auburn, IN
• 03/2018 → Present
  Goodpaster Holdings Llc
  Bluffton, IN
• 03/2022 → 05/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2022 → 12/2024
  Marketshare Financial
  Carmel, IN
• 06/2022 → 12/2024
  Royal Alliance Associates, Inc.
  Carmel, IN
• 01/2025 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2022-06-22 → 2024-12-26
  Osaic Wealth, Inc.
  Carmel, IN
• 2022-02-10 → 2022-05-27
  Northwestern Mutual Investment Services, Llc
  Indianapolis, IN
• 2021-04-06 → 2021-11-03
  Sanctuary Advisors, Llc
  Miami, FL
  Indianapolis, IN
• 2020-12-21 → 2021-03-23
  Cx Institutional, Llc
  Auburn, IN

Other Businesses

GOODPASTER HOLDINGS LLC POSITION: Managing Member, Co-Owner NATURE: Real Estate Holding Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2018 ADDRESS: 213 Briarcrest Place, Bluffton IN 46714, United States DESCRIPTION: Company currently holds no assets but LLC has not yet been closed with state of Indiana. No intention of business being done through this LLC at point in future.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-21
• S63 Uniform Securities Agent State Law Examination
  2015-11-23

Other Names

• Ben Goodpaster
• Benjamin S Goodpaster
• Benjamin Goodpaster
• Ben S Goodpaster
• Benjamin Scott Goodpaster
• Ben Goodpaster