Best Investors Account Sign in
Inactive

Benjamin Lee Briggs

Creative Planning

Overland Park, KS

Centennial, CO

CRD 6784034

Claim This Profile
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
TX RA APPROVED 2019-02-05
CO RA APPROVED 2017-04-19
  • TX RA
    APPROVED
    Since 2019-02-05
  • CO RA
    APPROVED
    Since 2017-04-19

Branch Locations

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

Centennial, CO • 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 Denver CO 04/2017 Present
Tolleson Wealth Management Dallas TX 05/2016 04/2017
  • 04/2017 → Present
    Creative Planning
    Denver, CO
  • 05/2016 → 04/2017
    Tolleson Wealth Management
    Dallas, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor