Benjamin Smith

Benjamin Smith is associated with Pinnacle Legacy Partners, a Hales Corners, WI firm whose public materials describe personalized guidance for individuals and families planning for their financial future.

For this insurance directory profile, the source record lists Benjamin Smith with Health as the insurance product and line of authority, with appointment and license state information shown…

Benjamin Smith is associated with Pinnacle Legacy Partners, a Hales Corners, WI firm whose public materials describe personalized guidance for individuals and families planning for their financial future. The firm’s site focuses on financial planning, wealth management, retirement planning, investment management, and legacy protection.

For this insurance directory profile, the source record lists Benjamin Smith with Health as the insurance product and line of authority, with appointment and license state information shown for Wisconsin. The available facts also list English as the profile language and individual health insurance as the stated service area.

Public website disclosures identify Benjamin Smith, John Marlis, and Samuel Zabkowicz as Financial Planners offering securities and investment advisory services through LPL Enterprise, a Registered Investment Advisor and member FINRA/SIPC.