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Kimberly Marie Benson

Creative Capital Management Investments LLC

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About Kimberly Marie Benson

Kimberly Benson is an Investment Advisor Representative associated with Creative Capital Management Investments LLC. Kimberly is a Certified Financial Planner and has been in the industry since August 2003. Kimberly has experience working with individuals, families, and trusts. Kimberly provides financial planning and portfolio management services to clients. Kimberly has been registered with the state of California since January 2018. She is also registered with the state of Texas. Creative Capital Management Investments LLC is located in San Diego, California.

Firm Information

Kimberly Benson is currently registered with Creative Capital Management Investments LLC. Creative Capital Management Investments LLC is an investment advisory firm based in San Diego, CA. The firm manages approximately $668 million in assets for a variety of clients including high net worth individuals, individuals other than high net worth, charitable organizations, and pension and profit sharing plans. The firm offers investment advisory services including financial planning, portfolio management for individuals, publication of periodicals, and selection of other advisors.
Creative Capital Management Investments LLC

6265 GREENWICH DRIVE

SAN DIEGO, CA 92122

$668.25M

Assets Under Management

38

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kimberly Benson’s Registration & Firm History

CA

10/25/2018 - Present

Creative Capital Management Investments LLC (SAN DIEGO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Marie Benson.
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