Brett David Benjamin

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

• 05/2011 → 01/2017
  Waddell & Reed Inc
  Overland Park, KS
• 08/2013 → 01/2017
  Ivy Funds Distributor Inc
  Overland Park, KS
• 10/2018 → 11/2019
  American Century Investment Services, Inc.
  Kansas City, MO
• 01/2017 → 10/2018
  Unemployed
  Chicago, IL
• 08/2021 → Present
  Creative Planning, Llc
  Overland Park, KS
• 01/2020 → 07/2021
  Area Real Estate Advisors, Llc
  Kansas City, MO

Previous Registrations

• 2011-06-10 → 2017-02-02
  Waddell & Reed
  Overland Park, KS
• 2009-01-06 → 2010-09-24
  J.P. Morgan Securities Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2008-12-22

Other Names

• Brett D Benjamin
• Brett David Benjamin
• Brett Benjamin