Benjamin Edwin Bolen

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 04/2020 → 06/2020
  Axa Advisors, Llc
  Troy, MI
• 11/2019 → 04/2020
  Self Employed
  Canton, MI
• 10/2018 → 10/2019
  Amazon Logistics
  Romulus, MI
• 10/2015 → 08/2018
  United States Army
  Fort Bliss, TX
• 04/2020 → 09/2021
  Equitable Advisors, Llc
  Troy, MI
• 09/2021 → 05/2023
  Fidelity Investments
  Canton, MI
• 07/2016 → 05/2017
  Northeastern University
  Boston, MA
• 06/2023 → Present
  Lpl Financial Llc
  Farmington Hills, MI
• 05/2023 → Present
  Credit Union Trust
  Farmington Hills, MI

Previous Registrations

• 2021-10-19 → 2023-05-23
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2020-10-07 → 2021-09-15
  Equitable Advisors, Llc
  Troy, MI

Other Businesses

1) 06/28/2023 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CUTB Investment Services / Inv. Related - At Reported Business Location(s) 2) 01/08/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name University Investment Services - Inv Related - At Reported Business Location(s) - Started: 12/20/2023 - 160 Hrs/mo During Trading. 3) 01/24/2025- University Investment Services- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/14/2025- 3 Hours Per Month- 3 Hours During Trading 4) 01/27/2025- Plan-it Financial- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/23/2025- 3 Hours Per Month- 3 Hours During Trading 5) 08/25/2025 - Clarity Before Crisis - Other - Author - Home Based - Not Inv Rel - Start date: 09/29/2025 - 8hrs/mnth 0hrs during Trading 6) 06/16/2026 - Benjamin Bolen - Other - Survey - Expert - Not Investment Related - Manchester, MI - Start Date 06/03/2026 - 2 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2020-10-05

Other Names

• Benjamin Bolen
• Benjamin Edwin Bolen
• Ben Edwin Bolen