ChooseAFinancialAdvisor.com
Advisors / Michigan / Pigeon
3yrs

Benjamin Katterman

Financial advisor at LPL Financial

Benjamin Katterman has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Pigeon, Michigan. After three years at Raymond James & Associates, Benjamin joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

Pigeon, MI 48755Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience3 years (since 2023)
How that compares ?3 years in the industry
Office7254 Michigan Avenue, Pigeon, MI 48755
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

  1. Sep 2026 – now
    LPL Financial LLCCurrent firm
  2. 2023 – 2026

Contact Benjamin

(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Benjamin. 7254 Michigan Avenue
Pigeon, MI 48755Office · Get directions Facebook pageLPL Financial

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Questions to ask Benjamin

Tailored to Benjamin’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Katterman. Benjamin works from the Pigeon, MI office.

How long has Benjamin been a financial advisor?

Benjamin has been in the industry since 2023, about 3 years. 3 years in the industry.

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.