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Meet Our Advisor2024-12-13T19:19:45+00:00

Meet Our Advisor

With a background in financial services and a commitment to community involvement, Ben Bolen strives to be the trusted advisor for individuals, families, and businesses by delivering personalized and caring financial guidance.

Benjamin Bolen | Wealth Advisor

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Ben Bolen provides investment strategy oversight and financial planning services supported through LPL Financial. Ben currently holds FINRA Series 7 and 66 registrations through LPL Financial and has Life/Health and Variable Licenses in Michigan and Ohio. Financial advisors supported by LPL Financial are proud to be a source of professional advice for accumulating and managing wealth. His focus is on helping families navigate challenging transitions, such as career and family changes, divorce, and aging.

Ben’s financial experience includes working as an advisor with Equitable Advisors and Fidelity Investments. Beyond his professional endeavors, Ben actively volunteers with business, faith-based, and veterans’ organizations. During his leisure time, Ben enjoys playing guitar and piano, working on his property, and honing his culinary skills. He resides in Manchester with his wife, 2 children, and 2 English Cream Golden Retrievers.

“My goal is to the be the trusted advisor for my clients, their families, and businesses in my community. My focus is building lasting relationships by providing knowledgeable, thoughtful input in a caring and genuine manner.”

Disclosure:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. University Bank and University Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using University Investment Services, and may also be employees of University Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, University Bank or University Investment Services.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency	Not Bank Guaranteed	Not Bank Deposits or Obligations	May Lose Value

University Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

LPL Financial Form CRS

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