Benjamin Jack Yerke

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

• 09/2015 → 07/2018
  Td Ameritrade
  Portland, OR
• 07/2018 → 09/2023
  E*Trade Securities Llc
  Portland, OR
• 07/2018 → 09/2023
  E*Trade Capital Management Llc
  Portland, OR
• 03/2023 → 07/2026
  Morgan Stanley
  Portland, OR
• 09/2023 → 07/2026
  Morgan Stanley
  Portland, OR
• 09/2023 → 07/2026
  Morgan Stanley
  Portland, OR
• 07/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2023-09-05 → 2026-07-15
  Morgan Stanley
  Portland, OR
  Portland, OR
• 2018-07-24 → 2023-09-05
  Harrisdirect Llc
  Portland, OR
  Arlington, VA
  Portland, OR
  Portland, OR
• 2015-11-13 → 2018-07-13
  Td Ameritrade, Inc.
  Portland, OR
• 2015-11-13 → 2018-07-13
  Td Ameritrade Investment Management, Llc
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  2015-10-21
• S63 Uniform Securities Agent State Law Examination
  2014-06-11

Designations

• Certified Financial Planner