Benjamin Ammon Bradford
Investment adviser representative at Creative Planning
19 yearsExperience
2 statesRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Benjamin Ammon Bradford? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Creative Planning, LLCFeb 2025 to now
- Maxwell Wealth Strategies Inc.Jan 2023 to Feb 2025
- E*trade Capital Management LLCMay 2009 to Feb 2020
- E*trade From Morgan StanleyMar 2007 to Jan 2023
- E*trade Securities LLCMar 2007 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4548224
- Firm CRD
- 105348