Benjamin Ammon Bradford

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 02/2020
  E*Trade Securities Llc
  San Francisco, CA
• 05/2009 → 02/2020
  E*Trade Capital Management Llc
  San Francisco, CA
• 02/2020 → 01/2023
  E*Trade Securities Llc
  San Francisco, CA
• 03/2007 → 01/2023
  E*Trade From Morgan Stanley
  San Francisco, CA
• 01/2023 → 02/2025
  Maxwell Wealth Strategies Inc.
  Pleasanton, CA
• 02/2025 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-01-04 → 2025-05-06
  Maxwell Wealth
  Pleasanton, CA
• 2009-05-28 → 2023-01-31
  Harrisdirect Llc
  Arlington, VA
  San Francisco, CA
  San Francisco, CA
• 2004-12-03 → 2006-03-14
  Ameriprise Advisor Services, Inc.
  San Francisco, CA
  San Francisco, CA
• 2002-08-07 → 2004-12-08
  Equitable Advisors, Llc
  San Francisco, CA

Other Businesses

Name of outside business: Rental Property;Is the business investment related: No; Location of the business: 3110 Zuni Way Pleasanton CALIFORNIA 94588 United States; Description of the business: I own a property at the address above and rent it to my tenants. The property does not have a profit as it is at a loss for tax purposes. ; Position Title: Owner; Responsibilities Duties: Collect rent, pay property taxes, pay the mortgage, pay insurance, and ensure that my tenants have everything that they need. ;Start date with business: 2020-03-16; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;

Exams

• S66 Uniform Combined State Law Examination
  2009-05-27