Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Mulligan is an investment advisor representative associated with Creative Planning, a firm with over $175 billion in assets under management. Benjamin has been in the industry since 2010 and holds Series 6, 7, 63 and 65 licenses. Benjamin specializes in working with individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
03/27/2018 - Present
Creative Planning (Overland Park KS)
KS
04/20/2017 - 03/07/2018
GWFS EQUITIES, INC. (OVERLAND PARK KS)
MO
06/21/2010 - 04/20/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
11/18/2011 - 12/31/2012
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
IA
Issued 03/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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