Benjamin
Fanning

Lpl Financial LLC

CRD#6270134
Investment Advisor
in Bremen, IN

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About this Advisor

Benjamin Fanning is a financial advisor based in Bremen, Indiana, working with Lpl Financial LLC. Benjamin has previously held positions at 1St Source Bank and Lpl Financial LLC. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Benjamin is part of Lpl Financial LLC, which operates out of Bremen, Indiana. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1409 W. Plymouth St
Bremen, IN 46506

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

IN Average: $646,059,043
Total Number of Employees

35,841

IN Average: 13
Total Number of Accounts

1,910,545

IN Average: 661
Average Account Size

$242,588

IN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Benjamin Fanning Work History

2013 - Present (11 years)

1St Source Bank

2013 - Present (11 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Benjamin Fanning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Lance Modawell
San Angelo, TX
Scott Nishida
Honolulu, HI
David Doane
Bingham, ME
Marc Delia
Largo, FL
James Wunsch
Victor, ID
Shauna Keane
Fort Mill, SC
Cherie Harris
Beachwood, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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