Brock Bennion

Wealth Strategist @Kimball Creek Partners

Tacoma, WA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2021 — Present

Wealth Strategist @Kimball Creek Partners

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Tacoma, WA, US

EDUCATION

2016 — 2020

Washington University School of Medicine in St. Louis

Doctor of Philosophy - PhD, Immunology

2007 — 2013

Brigham Young University

Bachelor of Science (B.S.), Physiology and Developmental Biology

ABOUT BROCK BENNION

I am a Scientist who became a financial advisor. Here’s why:I gravitate towards innovation and entrepreneurship. In undergrad, I co-founded a Clean-Tech company thinking that would be my career. Life is never that simple. Less than a year after graduating that company fell apart. I felt if I had a stronger technical background, I could be a better founder. Plus, I always enjoyed Biomedical Research. So I went back to school and completed my Ph.D training in Immunology. I LOVED it! Nothing compares to the thrill of discovery! But being a scientist is only part of my identity. I am also a husband, father 4x, active in my church, and committed to serving in my community. I wanted a career that kept me close to science but allowed me to follow other interests as well. For me, that was helping scientists, and science-minded individuals streamline their financial life so they can focus on the things that matter most to them. Here is how I do that…A Ph.D is different from other degrees. In a Ph.D. you are expected to create NEW information. Not just learn from a book, but figure out a gap in human knowledge, design a plan to fill that gap, and execute. In finance, the principles are broadly applicable, but each client is different. What a specific client needs to know is not always found in a book or on google. It is sometimes a gap in human knowledge. And finding good answers, true answers, is something I am passionate about. If you are a scientist, took a biology class once, or just really appreciate rigorous research, let’s financial consultants with Kimball Creek Partners are registered representatives with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice and financial planning offered through LPL Financial DBA Kimball Creek Partners, a Registered Investment Advisor. Kimball Creek Partners and LPL Financial are separate entities.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial consultants with Kimball Creek Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Brock Bennion — Wealth Strategist at Kimball Creek Partners in Tacoma, WA, US | Unifers