Benjamin Thomas Mulligan

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

• 06/2010 → 04/2017
  American Century Investment Services Inc.
  Kansas City, MO
• 04/2017 → 02/2018
  Gwfs Equities, Inc.
  Overland Park, KS
• 06/2010 → 04/2017
  American Century Investments
  Kansas City, MO
• 04/2017 → 02/2018
  Empower Retirement
  Overland Park, KS
• 02/2018 → Present
  Creative Planning
  Leawood, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-27
• S63 Uniform Securities Agent State Law Examination
  2010-06-25

Other Names

• Benjamin T Mulligan
• Benjamin Mulligan
• Ben Thomas Mulligan
• Ben Mulligan
• Ben T Mulligan