Ben Loeffler
ACORN CREEK CAPITAL LLC | Senior Vice President
Fort Collins, CO 80521
Some features on this profile are disabled
CRD#: 5185200
Professional summary
Ben Loeffler, CPWA®, who also goes by Ben Abram G Loeffler, is a registered financial advisor currently at ACORN CREEK CAPITAL LLC located in Fort Collins, Colorado.
Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ben has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Executive services/Equity comp...
Financial planning
Loans/credit services
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Ben Abram G Loeffler
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.
I*354794, Name of OBA: Above the tree line, LLC Address: Fort Collins, CO Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 1/1/0001 No Hours: 2 Monthly No Hours during trading: 0 Duties: Owner I*1224291 For profit or not for profit: Name of outside business organization: Bighorn Football Society - The Green and Gold Guard, LLC Investment related: N Address of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: This entity is to help CSU have an improved football program. I will preform no duties, rather just being asked to contribute funds into the LLC in support of helping student athletes 3) BB OAK, LLC - INVESTMENT RELATED - 215 WEST OAK STREET SUITE 901, FORT COLLINS, CO. 80521 - HOLDS COMMERCIAL REAL ESTATE - MEMBER MANAGER - 11/13/2023 - <5% OF TIME PER MONTH - MANAGER OF LLC THAT LEASES PROPERTY TO ACORN CREEK CAPITAL.
CRS (Client Relationship Summary) - RIA
Click below to view Ben Loeffler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CPWA®
Start date: 2018-04-02
Expire date: 2024-03-31
Experience
Current
April 14, 2023 - Present
ACORN CREEK CAPITAL LLC
Office #1: 215 West Oak Street 10th Floor, Ste 1000, Fort Collins, CO 80521RIA
CRD#: 325809
Fort Collins, CO
Past
November 22, 2006 - April 18, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FORT COLLINS, CO
Past
October 20, 2006 - April 18, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FORT COLLINS, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ACORN CREEK CAPITAL LLC
ACORN CREEK CAPITAL LLC
CRD#: 325809 / SEC#: 801-127661
RIA
Registered Investment Advisory firm - (4/14/2023 Approved)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
Colorado(4/14/2023)
IAR
Texas(4/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AC
ACORN CREEK CAPITAL LLC
ACORN CREEK CAPITAL LLC
CRD#: 325809 / SEC#: 801-127661
RIA
Registered Investment Advisory firm - (4/14/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
215 West Oak Street 10th Floor, Ste 1000, Fort Collins, CO 80521
Mailing Address
Phone number
(970) 818-4820
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,845 |
| AUM (Assets Under Management) | $ 426,440,141 |
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.
Company Information
ACORN CREEK CAPITAL LLC
Senior Vice PresidentCRD#: 325809Fort Collins, CO 80521TRUST BUT VERIFY
Monitor Ben Loeffler
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
