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Benjamin Paul Doerner

LPl Financial LLC

Kentwood, MI

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-01-31
  • MI RA
    APPROVED
    Since 2023-01-31

Branch Locations

3635 29Th St Se, Kentwood, MI 49512 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Bridgepoint Wealth Management Kentwood MI 11/2021 11/2022
Union Bank Of Michigan Lake Odessa MI 05/2020 03/2022
Blackford Capital Grand Rapids MI 02/2020 04/2020
Huntington National Bank Grandville MI 12/2018 12/2019
Huntington National Bank Jenison MI 11/2017 12/2018
Huntington National Bank Jenison MI 05/2017 11/2017
Grand Valley State University Allendale MI 08/2016 04/2020
Campus Dining Allenadale MI 01/2017 03/2017
Great Lakes Loons Midland MI 03/2016 09/2016
Derosha Model Yachts Freeland MI 06/2010 09/2016
Amazon Caledonia MI 04/2020 05/2020
Lpl Financial Llc Kentwood MI 11/2021 Present
  • 11/2021 → 11/2022
    Bridgepoint Wealth Management
    Kentwood, MI
  • 05/2020 → 03/2022
    Union Bank Of Michigan
    Lake Odessa, MI
  • 02/2020 → 04/2020
    Blackford Capital
    Grand Rapids, MI
  • 12/2018 → 12/2019
    Huntington National Bank
    Grandville, MI
  • 11/2017 → 12/2018
    Huntington National Bank
    Jenison, MI
  • 05/2017 → 11/2017
    Huntington National Bank
    Jenison, MI
  • 08/2016 → 04/2020
    Grand Valley State University
    Allendale, MI
  • 01/2017 → 03/2017
    Campus Dining
    Allenadale, MI
  • 03/2016 → 09/2016
    Great Lakes Loons
    Midland, MI
  • 06/2010 → 09/2016
    Derosha Model Yachts
    Freeland, MI
  • 04/2020 → 05/2020
    Amazon
    Caledonia, MI
  • 11/2021 → Present
    Kentwood, MI
Other Businesses

1- 06/2016 / Benjamin Capital LLC / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Kentwood, MI 2-11/2020 / Summit Land Acquisitions LLC) / Business Entity For Tax/Investment Purposes Only / Non Investment Related / Grand Rapids, MI 3- 11/2022 / BridgePoint Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / Kentwood, MI 4- 01/2019 / Notary / Investment Related / Kentwood, MI 5- 04/05/2024 - Hansen Brokerage Services, Inc - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/05/2023 - 5 Hours Per Month/ During Trading 6-03/12/2026-Doerner Financial Services Inc.-Owner-Business Entity For Tax/Investment Purposes Only-Not inv related-At Caledonia, MI-Start date 07/22/2025-160hrs/mth-160hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27

View on SEC IAPD

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