Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett David Benjamin is an Investment Advisor Representative registered with Creative Planning in Overland Park, Kansas. Brett has over 10 years of experience in the financial services industry, and has held previous positions at Waddell & Reed, Ivy Distributors, Inc., American Century Investment Services, Inc., and J.P. Morgan Securities LLC. Brett's experience spans a variety of financial services, including financial planning, portfolio management, and investment advisory. Brett is also a licensed insurance agent. Brett specializes in providing financial guidance to high-net-worth individuals, families, and businesses. Brett is committed to providing his clients with personalized financial advice and strategies that are tailored to their specific needs and goals.
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
08/10/2021 - Present
Creative Planning (OVERLAND PARK KS)
MO
10/31/2018 - 11/19/2019
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
08/13/2013 - 02/02/2017
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
07/11/2011 - 02/02/2017
WADDELL & REED (OVERLAND PARK KS)
IL
10/28/2008 - 09/24/2010
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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