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.

Current firm

KICKSTAND WEALTH ADVISORS

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

Apr 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Dec 19, 2019

First registration

Sep 15, 2021

Dual registered

no

Other names

Ben Forte

IAPD individual key

7197231

• Occurred

  Jun 17, 2026
  Advisor changed firm

  Benjamin Clayton Forte left Advice And Planning Services for Kickstand Wealth Advisors (registered 2026-06-26)

  Form ADVobserved 3 days ago
• Occurred

  May 30, 2023
  Advisor changed firm

  Benjamin Clayton Forte left Lpl Financial Llc for Advice And Planning Services (registered 2023-06-09)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a569c1b6-e19d-20cb-a4b6-5351a512a43e

First observed

Sep 15, 2021

Last observed

Sep 14, 2026 5 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.