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RIA / WealthAdvisorCertified Financial Planner41 years in industry

BENJAMIN DAVID KILLE

Advisor at WEALTHSPIRE ADVISORS

West Hartford, CT | Chicago, IL

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Search this name across graphsid dfx:ria:c6ed6bd1-9179-a136-3f3d-45a1de02c201

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 1, 1999 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: WEALTHSPIRE 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: Feb 26, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Feb 26, 1985
First registration: Sep 1, 1999
Dual registered: no
IAPD individual key: 1325992

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
FIDUCIENT ADVISORS LLC	Mixed wealth	Jun 26, 2026	n/a	yes	Chicago, IL	Current employment
WEALTHSPIRE ADVISORS	Independent wealth	Sep 20, 2022	n/a	yes	West Hartford, CT	Current employment
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Oct 27, 2011	Mar 31, 2016	no	WEST HARTFORD, CT\|WEST HARTFORD, CT	Previous registration
PRIVATE CAPITAL GROUP, LLC	Former SEC adviser	Jun 9, 2003	Oct 26, 2022	no	WEST HARTFORD, CT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Sep 1, 1999	Jun 9, 2003	no	WINDSOR, CT	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
PRIVATE CAPITAL GROUP, LLC	NFP ADVISOR SERVICES, LLC	Oct 26, 2022	Oct 27, 2011	-4,017	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	WEALTHSPIRE ADVISORS	Mar 31, 2016	Sep 20, 2022	2,364	Firm change after gap	Other
OSAIC FA, INC.	PRIVATE CAPITAL GROUP, LLC	Jun 9, 2003	Jun 9, 2003	0	Firm change	Other

Relationships

Registered with (5)

→ FIDUCIENT ADVISORS LLCRegistered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: current employment
Sep 20, 2022 to presentfactForm ADV
→ PRIVATE CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Jun 9, 2003 to Oct 26, 2022factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Oct 27, 2011 to Mar 31, 2016factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Sep 1, 1999 to Jun 9, 2003factForm ADV

Dated events

Occurred
Oct 26, 2022
Advisor changed firm
Benjamin David Kille left Private Capital Group, Llc for Nfp Advisor Services, Llc (registered 2011-10-27)
Form ADVobserved 5 days ago