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Ben Burkhart
Financial Planner
✓
Verified advisor · CFP® · CRD 7059690
L
LPL Financial LLC
T
The Financial Advisory Group
Financial Planner
Listed in People
Financial Advisor
#256
LinkedIn rank
On Advicer, by followers
LinkedIn
Updated Oct 2026
3,063
followers
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Contact Ben on LinkedIn
Website
8
Tools in my stack
RightCapital
Financial Planning
Redtail
CRM, Client Texting
NaviPlan (Advicent)
Financial Planning
Holistiplan
Tax Planning
Jump
Client Meeting Support, AI Assistants/Agents, AI Platforms
+3 more
Claude for Financial Advisors
AI Platforms, AI Assistants/Agents, Client Meeting Support +4 more
LPL Financial (ClientWorks)
Custodial Platform
Microsoft 365
Email & Office Suites
0
Events coming up
0
Books, pods, letters
0
Things I'm open to
