Ben Brockman, LUTCF®, CLTC®, CLU®

Student Assistant Baseball Coach

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Greater Houston

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Timeline
About me
Financial Adviser providing financial planning, investment management, and protection strategies
Education
- Abilene Christian University
  2001 - 2008
  BBA Management
  Activities and Societies: Baseball Team (2001-2005), Grad Assistant Baseball Coach (2008)
- Texas A&M University
  2005 - 2007
  BS Agriculture Leadership and Development
  Activities and Societies: Baseball Team (2006), Student Assistant Baseball Coach (2007)
- Katy High School
  1997 - 2001
  Activities and Societies: Baseball
Experience
- Texas A&M University
  Aug 2006 - Jun 2007
  Student Assistant Baseball Coach
- Abilene Christian University
  Jan 2008 - Apr 2008
  Grad Assistant Baseball Coach
- Grand Prairie Airhogs
  Apr 2008 - Jun 2008
  Independent League Baseball Player
- Weatherford International
  Jul 2008 - Nov 2009
  MWD Field Engineer
- Brockman & Associates
  Nov 2009 - now
  Founder | Financial Adviser*
  In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Neither Brockman & Associates nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Brockman & Associates is not owned or operated by New York Life Insurance Company or its affiliates.2202 Timberloch Pl, Suite 116, The Woodlands, TX 77380(832)982-2031I am not licensed in all jurisdictions. Show less
- New York Life Insurance Company
  Jan 2013 - Jul 2014
  Partner
Licenses & Certifications
- Series 66
  Financial Industry Regulatory Authority (FINRA)
  Jan 2015
- Series 6
  Financial Industry Regulatory Authority (FINRA)
  Jan 2010
- Life, Accident, & Health Insurance License
  Texas Department of Insurance
  Jan 2009
- CLU® (Chartered Life Underwriter®)
  The American College of Financial Services
- Series 63
  Financial Industry Regulatory Authority (FINRA)
  Jan 2010
- LUTCF® (Life Underwriter Training Council Fellow)
  The American College of Financial Services
  Jan 2013
- Series 7
  Financial Industry Regulatory Authority (FINRA)
  Jan 2015
- CLTC® (Certified in Long-Term Care)
  CLTC®
  Apr 2011