BB
BB

Benjamin Robert Beasley

Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

Loading...

Location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Benjamin works for The Guardian Group as a financial paraplanner, assisting with annuity and life insurance sales and financial planning. This takes about half of his time, including a significant portion during trading hours.

Employment History
Current Registrations
Creativeone Wealth, LLC
January 2025 - Present · 1 yr 1 mo
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.