DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

BENJAMIN KOHLS CHASE

Advisor at FORTITUDE FINANCIAL LLC

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08313b02-776b-2033-280a-ba32fd691c5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 4, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FORTITUDE FINANCIAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 2, 2013
First registration: Apr 4, 2013
Dual registered: yes, broker-dealer
Other names: BENJAMIN KOHLS-CHASE|BENJAMIN CHASE
IAPD individual key: 6145202

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FORTITUDE FINANCIAL LLC	Independent wealth	Aug 24, 2021	n/a	yes	SPOKANE, WA	Current employment
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	Oct 26, 2015	Jul 16, 2021	no	Spokane, WA\|OLYMPIA, WA	Previous registration
WADDELL & REED	Former SEC adviser	Apr 4, 2013	Nov 4, 2015	no	SPOKANE, WA\|SPOKANE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	FORTITUDE FINANCIAL LLC	Jul 16, 2021	Aug 24, 2021	39	Firm change	RIA to RIA
WADDELL & REED	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Nov 4, 2015	Oct 26, 2015	-9	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
151298:313235:WA:2021-07-16	Jul 16, 2021	Aug 24, 2021	OLYMPIA, WA	Firm change
866:151298:WA:2015-11-04	Nov 4, 2015	Oct 26, 2015	SPOKANE, WA	Firm change

Relationships

Registered with (3)

→ FORTITUDE FINANCIAL LLCRegistered adviserregistration: current employment
Aug 24, 2021 to presentfactForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Oct 26, 2015 to Jul 16, 2021factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Apr 4, 2013 to Nov 4, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08313b02-776b-2033-280a-ba32fd691c5b
First observed: Apr 4, 2013
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BENJAMIN KOHLS CHASE

Advisor at FORTITUDE FINANCIAL LLC

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:08313b02-776b-2033-280a-ba32fd691c5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FORTITUDE FINANCIAL LLC

Independent wealth

Aug 24, 2021

n/a

yes

SPOKANE, WA

Current employment

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Former SEC adviser

Oct 26, 2015

Jul 16, 2021

Spokane, WA|OLYMPIA, WA

Previous registration

WADDELL & REED

Former SEC adviser

Apr 4, 2013

Nov 4, 2015

SPOKANE, WA|SPOKANE, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

FORTITUDE FINANCIAL LLC

Jul 16, 2021

Aug 24, 2021

Firm change

RIA to RIA

WADDELL & REED

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Nov 4, 2015

Oct 26, 2015

-9

Firm change

Other

Team

Left

Joined

From

Kind

151298:313235:WA:2021-07-16

Jul 16, 2021

Aug 24, 2021

OLYMPIA, WA

Firm change

866:151298:WA:2015-11-04

Nov 4, 2015

Oct 26, 2015

SPOKANE, WA

Firm change