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Benjamin Joseph Aronin

Advisor at LPL Financial — Mequon, WI W Glen Oaks Ln

Updated today

Credentials

Series 65, Series 63

Experience

4 years

Location

Mequon, WI 53092-3376

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Benjamin Aronin is a financial advisor with LPL Financial based in Mequon, WI. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining LPL Financial, he worked at JPMorgan Chase Bank and J.P. Morgan Securities, as well as Northwestern Mutual Life Insurance Company. He is also involved with Legacy Basketball Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, leveraging model portfolios, third-party management, and customizable strategies across various asset classes.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Mequon, WI W Glen Oaks Ln

1045 W Glen Oaks Ln Ste 105

Mequon WI 53092-3376

Advisors at this office

2

Most active in

Texas · Wisconsin

Work history

4 years of industry experience

LPL Financial

2026 - Present • 1 year

Mequon, WI

Legacy Basketball Academy

2023 - Present • 3 years

Milwaukee, WI

JPMorgan Chase Bank (WI)

2023 - 2026 • 3 years

Fox Point, WI

J.P. Morgan Securities

2023 - 2026 • 3 years

Fox Point, WI

Northwestern Mutual Life Insurance Company

2021 - 2023 • 2 years

Milwaukee, WI

Northwestern Mutual Investment Services LLC

2021 - 2023 • 2 years

Brookfield, WI

St Sebastian Congregation

2021 - 2021 • 1 year

Milwaukee, WI

Milwaukee Rescue Mission

2018 - 2018 • 1 year

Milwaukee, WI

St Augustine Prep Academy

2017 - 2021 • 4 years

Milwaukee, WI

Unemployed

2017 - 2017 • 1 year

Milwaukee, WI

Elevate NEXT

2013 - 2017 • 4 years

New Orleans, LA

Elevate New Orleans

2012 - 2017 • 5 years

New Orleans, LA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nkozi K

Series 63, Series 66

Germantown, WI

Thrivent Investment Management

Nkozi Knight is a financial advisor with Thrivent Investment Management in Germantown, WI, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Thrivent, Knight worked at Northwestern Mutual Investment Services and U.S. Bank. Outside of advising, Knight owns multiple businesses including GreenHomeHub, a cleaning and sustainability company, NEST Healthworks, a healthcare consulting firm, and Bodhi Photography, a creative media enterprise, and serves on the boards of the Marquette University Alumni Association and Greater Galilee Community Development Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial planning without discretionary portfolio management, and allows clients to integrate planning with managed-account services through its WealthPlan option.

Business ownership considerations
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Matthew B

Series 65

Glendale, WI

Erenda Capital

Matthew Buehler is a financial advisor at Erenda Capital with three years of industry experience. He holds the Series 65 designation and previously worked at Glarus Capital for five years and Ankura Consulting for one year. Buehler’s background includes involvement in law, private equity, and asset valuation, including co-founding a farmland private equity business. Erenda Capital provides discretionary and non-discretionary portfolio management and financial planning services to individuals, trusts, estates, and business entities. The firm employs a proprietary, value-oriented equity selection approach, focusing on concentrated portfolios and offering tailored allocation profiles without taking custody of client assets.

Active portfolio management Concentrated stock management Income planning
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Luke L

CFA®

Mequon, WI

Founder360° Family Office

Luke La Manna is a CFA® charterholder with two years of industry experience. He is the founder of Founder360° Family Office and previously worked at Cottage Row Partners and Reinhart Partners, Inc. In addition to his financial career, he has worked in family dentistry at Lakeshore Family Dentistry for nine years. Founder360° Family Office provides services to founders of closely held businesses, their families, and entrepreneurs with complex business, tax, and estate planning needs. The firm combines family-office services, business advisory, discretionary investment management, and a proprietary business diagnostic software platform, offering a mix of personalized portfolio management and automated tools with an emphasis on integrating enterprise value drivers and personal financial objectives.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Private / alternative investments Founder/Business Owner Dentist Veterinarian
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Brian C

CFP®, Series 63, Series 66

Whitefish Bay, WI

Clarke Financial Counsel, LLC

Brian Clarke is a CFP® professional with 22 years of industry experience. He is the sole advisor at Clarke Financial Counsel, LLC, an independent firm he founded after previous roles at Financial Strategies, Incorporated, PNC Wealth Management, and Valic Financial Advisors. Clarke also provides advisory services to clients of Financial Strategies, Inc. separate from his work at Clarke Financial Counsel. Clarke Financial Counsel, LLC offers fee-only financial planning to individuals and high-net-worth clients, focusing on comprehensive, project-based planning without investment management or custody of assets. The firm emphasizes hourly and fixed-fee arrangements and provides services including retirement and estate planning, tax and business planning, and equity compensation guidance.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance
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Mark C

Series 63, Series 65, Series 66

Glendale, WI

Crawford Asset Management, LLC

Mark Crawford is the principal of Crawford Asset Management, LLC, an independent investment advisory firm based in Glendale, WI. He holds Series 63, 65, and 66 licenses and has 27 years of industry experience, including 20 years managing his own firm since 2006. Crawford Asset Management, LLC provides discretionary investment supervisory services and portfolio management to individuals, high-net-worth clients, corporations, nonprofit organizations, and pension and profit-sharing plans. The firm combines fundamental and technical analysis with macroeconomic indicators and both quantitative and qualitative research to tailor portfolios that emphasize ETFs and individual equities, maintaining a long-term investment approach with an equities-heavy allocation.

Concentrated stock management Active portfolio management Passive / index investing
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Ryan G

Series 65

Fox Point, WI

Premium Alpha Capital, LLC

Ryan Green is a financial advisor at Premium Alpha Capital, LLC with one year of industry experience and holds a Series 65 credential. Before his current role, he has worked in various positions, including as a performance coach and marketing specialist at BRX Performance, a sports training facility. Premium Alpha Capital serves individual investors such as retirees and professionals by providing customized investment management focused on income, growth, and downside risk management. The firm employs ETFs, index funds, and options strategies with a combination of technical, fundamental, and macroeconomic analysis to tailor portfolios to clients’ goals and risk tolerances.

Active portfolio management Options & derivatives strategies Passive / index investing
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