Advisor at Momentum Wealth Strategies
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Firm
Momentum Wealth Strategies
Location
Coeur D'alene, ID
Credentials
Series 63, Series 66
Industry experience
24 years
Benjamin Miller is a financial advisor with LPL Financial in Coeur D Alene, ID, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2015 and founded Momentum Wealth Strategies in 2025, where he provides investment advisory services independently. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports a wide range of investment solutions, combining in-house research, third-party managers, and customizable advisory arrangements delivered through a large network of investment adviser representatives.
Based on Momentum Wealth Strategies
Based on Momentum Wealth Strategies
<$1,000,000 - $1,000,000: 1.2% $1,000,001 - $3,000,000: 1.0% $3,000,001+: 0.7%
Account minimum: $500,000 Fee-only: Advisory fees only; no commissions received by the firm for advisory services.
Coeur D'alene, ID
Idaho · Washington
Momentum Wealth Strategies LLC
2025 - Present (1 year)
LPL Financial, llc
2015 - Present (11 years)
Financial Advocates Investment Management
2015 - 2025 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
Series 63, Series 65
Coeur D'alene, ID
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Series 65
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McLachlan Investment Services LLC
Series 65
Couer D'alene, ID
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Series 66
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Pilot Wealth Strategies
Series 65
Post Falls, ID
Concinnus Financial, Inc
Series 63, Series 65
Coeur D'alene, ID
Five Pine Wealth
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