Benjamin Peter Martinez

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

• 06/2025 → Present
  Creative Planning, Llc
  Overland Park, KS
• 06/2022 → 08/2023
  Creative Planning
  Overland Park, KS
• 08/2020 → 06/2025
  Full-Time Student
  Fort Worth, TX
• 06/2017 → 09/2019
  Blue Hills Country Club
  Fort Worth, MO
• 06/2015 → 06/2017
  Full Time Student
  Fort Worth, MO
• 09/2019 → 08/2020
  Unemployed
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-04