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Benjamin S
Series 66
Tempe, AZ
LPL Financial
Benjamin Stidham is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining LPL in 2021, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo bank from 1999 to 2021. He is also a commissioned notary public. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and proprietary research.
Michelle W
CFP®, Series 63, Series 65
Tempe, AZ
LPL Financial
Michelle Wagner is a CFP®-designated financial advisor with 28 years of industry experience. She is currently affiliated with LPL Financial and has held roles at Maxima Wealth Management and Crown Capital Securities. Wagner also serves as a part-time Brigadier General in the Air Force Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.
John T
Series 63, Series 65
Tempe, AZ
LPL Financial
John Tauer is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing, where he worked for a combined 10 years. Outside of finance, he is also a part-time musician and performer. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
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