Benjamin R. Bigler

FORT WORTH, TX 76177

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CRD#: 4956131

Professional summary

Benjamin Robert Bigler, CFP®, who also goes by Ben R Bigler, was a registered financial advisor .

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Benjamin had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Education Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Tax Planning

Long-term Care

Estate Planning

Insurance Planning

Investment Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Ben R Bigler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

September 10, 2025 - Present

Office #1: 9800 Hillwood Parkway Suite #180, Fort Worth, TX 76177

FORT WORTH, TX

Past

July 29, 2005 - September 12, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Fort Worth, TX

Past

July 8, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 8, 2005 - September 12, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Fort Worth, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/28/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/7/2005

General Securities Representative Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Benjamin R. Bigler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/28/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2005

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

Contact information

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