Advisor at Soar Financial LLC
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Firm
Soar Financial LLC
Location
Murfreesboro, TN 37128
Credentials
Series 63, Series 65
Industry experience
12 years
Benjamin Defoor is a financial advisor with Soar Financial LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at American Trust Investment Services, Inc. and Securities Service Network, LLC, among others. Outside of advising, he is involved in several non-investment ventures including managing Lead Wizards LLC and serving as a general partner in multiple development partnerships, as well as a partner in a CPA firm. Soar Financial LLC provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios with a focus on long-term strategies and offers both discretionary and non-discretionary management through a multi-office team of five advisors.
Based on Soar Financial LLC
Based on Soar Financial LLC
Financial planning fixed fees up to $3,000; ongoing financial consulting fees up to $12,000 annually.
$0 - $25,000: 2.00% annually $25,001 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.50% annually $5,000,001+: 1.00% annually
Advisor representatives are registered representatives of a broker-dealer and may earn commissions on securities and insurance products.
2602 Merchants Walk, Suite A
Murfreesboro, TN 37128
Florida · Georgia · Kentucky · Louisiana · Maryland · Tennessee · Texas
Southern States Development LLC
2025 - Present (1 year)
Nashville CPA LLC
2025 - 2025 (1 year)
Ben DeFoor, Sole Proprietor
2023 - Present (3 years)
B and T Developments LLP
2023 - Present (3 years)
Mid TN Developments LLC
2023 - Present (3 years)
American Trust Investment Services, Inc.
2022 - 2025 (3 years)
Soar Insurance LLC dba Soar Recruiting
2022 - Present (4 years)
Lead Wizards LLC
2021 - Present (5 years)
Soar Investing & Taxes LLC
2020 - Present (6 years)
Soar Financial LLC
2017 - 2021 (4 years)
Securities Service Network, LLC
2016 - 2020 (4 years)
SSN Advisory, Inc.
2016 - 2020 (4 years)
Ben DeFoor, Sole Proprietor
2014 - 2022 (8 years)
Ccf Investments, Inc
2014 - 2016 (2 years)
Capital Choice Financial Services
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Murfreesboro, TN
Jason Tate Financial Consulting, LLC
Series 63
Murfreesboro, TN
Retirement Capital Management, LLC
Series 65
Murfreesboro, TN
Clearstone Wealth Management, LLC
Series 65
College Grove, TN
Wilco Financial, LLC
Series 63, Series 65
Nolensville, TN
SMEAC Financial, LLC
Series 66
Nolensville, TN
Retirement Planning Solutions, LLC
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