Benjamin Thomas Mulligan
Investment adviser representative at Creative Planning
16 yearsExperience
2 statesRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Benjamin Thomas Mulligan? 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
16 years in the industry.
- Creative PlanningFeb 2018 to now
- Empower RetirementApr 2017 to Feb 2018
- Gwfs Equities, Inc.Apr 2017 to Feb 2018
- American Century Investment Services Inc.Jun 2010 to Apr 2017
- American Century InvestmentsJun 2010 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, KS).
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
- 5798698
- Firm CRD
- 105348