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Benjamin Alexander Ward

Advisor at LPL Financial — Palmer, AK Seagull Drive

Updated today

Credentials

Series 66

Experience

7 years

Location

Palmer, AK 99645

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 Ward is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he was involved with Wards Inc. and Waddell and Reed Inc. from 2019 to 2021. Outside of advisory work, Ward has a longstanding role with the Hatcher Pass Snow Association LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, and supports its advisors with proprietary research and technology tools.

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

Palmer, AK Seagull Drive

3291 Seagull Drive

Palmer AK 99645

Advisors at this office

1

Most active in

Alaska · Texas

Work history

7 years of industry experience

LPL Financial

2021 - Present • 5 years

Palmer, AK

Wards Inc

2019 - 2021 • 2 years

Palmer, AK

Waddell and Reed Inc

2019 - 2021 • 2 years

Palmer, AK

Hatcher Pass Snow Association LLC

2012 - 2021 • 9 years

Palmer, AK

Doyon Drilling Inc

2010 - 2019 • 9 years

Anchorage, AK

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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Matthew G

Series 65, Series 63

Wasilla, AK

HonorPoint Financial

Matthew Gorrell is an advisor at HonorPoint Financial in Wasilla, Alaska. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at H&R Block, the Wounded Warrior Project, and Mayo Clinic. He also owned and operated a skin care studio. HonorPoint Financial is an independent, virtual-first investment adviser serving individuals and families, including working households, veterans, and small business owners. The firm follows a passive, evidence-based investment approach using low-cost index funds and ETFs, focusing on comprehensive financial planning and portfolio rebalancing.

Tax strategies for small businesses Cash flow / budgeting Passive / index investing Military & Veterans Founder/Business Owner

Matthew P

CFP®, AAMS®

Wasilla, AK

Unburdened Financial Planning

I would love to meet you and be able to share with you my story where Jesus is the hero. I would love to hear yours! I started Unburdened Financial Planning after having worked at a very large, nationwide broker dealer. While I and my colleagues worked to provide good advice and do what was best in our client's interest, I was not at peace. I was driven by my client's stress of how much money they were making, how much they had, did they make more than their friend, etc.? I was pushed by how much money I was making, how many reward trips did I earn, who did I make more money than, should I sell something just to make more money, etc.? I felt like so much of the conversations and efforts were focused on the "what" and "how" of planning. I was not pursuing peace. I was pursuing things. I was pursuing my value in my accomplishments. As a loving, father, God brought me to a point where I could see these things to be true in my life. I believe that working as a fee-only, fiduciary planner is the best way for me to provide peace focused counsel. Jesus is the Prince of Peace. When we focus on Him is when we feel peace. Our security and worth is tied up in Him not in what we have or what we do. I help clients focus on the following questions: Who is God? What does God do? Who am I? and finally with those answers in mind answering the all-important, What should I do? What is your "why" for your financial planning needs? What does God think of when He thinks of you? What are the good things He planned for you long ago? I'd love to help you in answering these questions and building a plan to use the resources He has given you to accomplish them!

Charitable giving & philanthropy ESG / Sustainable investing Founder/Business Owner Retired Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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Mark D

Series 65

Palmer, AK

True North Wealth Management LLC

Mark Diehl is the sole advisor at True North Wealth Management LLC in Palmer, Alaska, holding a Series 65 credential with one year of industry experience. Prior to founding True North Wealth Management, he has operated Diehl CPA LLC since 2019 and worked with the Minnesota Department of Revenue from 2017 to 2019. True North Wealth Management is an independent, single-advisor firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and periodic educational seminars. The firm employs a long-term investment approach using various analytical methods to build diversified portfolios and offers clients access to tax-management tools through its affiliation with Diehl CPA LLC.

Wealth management Tax-loss harvesting Annuities
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Diana S

Series 65

Wasilla, AK

Elliott Cove Capital Management

Diana Soliday is a financial advisor at Elliott Cove Capital Management with 11 years of industry experience and a Series 65 credential. She has worked at Elliott Cove since 2015 and has been an assistant branch manager at Northrim Bank since 2006, where she is involved in leadership and management, sales, operations, and loan origination. Elliott Cove Capital Management provides fee-based portfolio management to individual, high-net-worth, and institutional clients, including government entities. The firm employs a disciplined asset-allocation strategy based on the efficient-market hypothesis, focusing on index-style portfolios primarily using Dimensional Fund Advisors mutual funds and ETFs, with quarterly account reviews and fiduciary services for employer retirement plans.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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Paul H

Series 66

Wasilla, AK

Greenup Wealth

Paul Hurley is a financial advisor with Greenup Wealth and holds the Series 66 designation. He has 17 years of industry experience, including positions at Charles Schwab and Arbor Capital Management. Paul joined Greenup Wealth in 2026 and is based in Wasilla, Alaska. Greenup Wealth provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment strategies, serving both discretionary and non-discretionary accounts while incorporating tax-efficient asset location and opportunistic rebalancing for assets not held in custody.

Options & derivatives strategies Active portfolio management Private / alternative investments
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Amy C

Series 65, Series 63

Wasilla, AK

Elliott Cove Capital Management

Amy Cowger is a financial advisor with Elliott Cove Capital Management, holding Series 65 and Series 63 licenses and three years of industry experience. She has worked with Wells Fargo Clearing and Wells Fargo Bank, NA, and previously held roles in higher education institutions. Outside of her advisory role, she serves as power of attorney for her father. Elliott Cove Capital Management provides fee-based portfolio management to individual and high-net-worth clients, as well as pension plans, trusts, charitable organizations, corporations, and government entities. The firm employs a disciplined, index-style asset allocation approach using model portfolios primarily composed of Dimensional Fund Advisors mutual funds and ETFs.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Real estate investing Founder/Business Owner
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