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Brandy Nicole Benton

Creative Planning

Summerville, SC

Mt. Pleasant, SC

Overland Park, KS

CRD 7976839

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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:

Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-08-27
  • SC RA
    APPROVED
    Since 2024-08-27

Branch Locations

Summerville, SC • United States

950 Houston Northcutt Blvd. Suite 101, Mt. Pleasant, SC 29464 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning, Llc Overland Park KS 01/2022 Present
Jbj Invest Charleston SC 10/2014 01/2022
  • 01/2022 → Present
    Creative Planning, Llc
    Overland Park, KS
  • 10/2014 → 01/2022
    Jbj Invest
    Charleston, SC
Designations
  • Certified Financial Planner
Other Names
  • Brandy Nicole Russell
  • Brandy Nicole Ouzts

View on SEC IAPD

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