Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
23yrs
Benjamin Casner is a fiduciary financial advisor in Denver, Colorado, with 23 years in the industry. Benjamin joined LPL Financial in 2014, after three years at Raymond James Financial Services Advisors and five years at Edward Jones. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 25% by experience in Denver
Office221 E Yale Ave, Denver, CO 80210
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowLPL Financial LLCCurrent firm
- 2011 – 2014
- 2006 – 2011Edward JonesPreviously
- Feb 2004 – Aug 2005Morgan Stanley DW Inc.Previously
- Dec 2003 – Jan 2004UBS Financial Services Inc.Previously
Contact Benjamin
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Benjamin. 221 E Yale AveDenver, CO 80210Office · Get directions Facebook pageLPL Financial
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call LPL Financial at (704) 733-3300 and ask for Benjamin Casner. Benjamin works from the Denver, CO office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2003, about 23 years. Top 25% by experience in Denver.
What licenses does Benjamin hold?
Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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