Ben Loeffler
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ben Loeffler's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018-04-02
Expire date: 2024-03-31
Experience
April 14, 2023 - Present
ACORN CREEK CAPITAL LLC
Office #1: 215 West Oak Street 10th Floor, Ste 1000, Fort Collins, CO 80521November 22, 2006 - April 18, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 20, 2006 - April 18, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ACORN CREEK CAPITAL LLC
CRD#: 325809 / SEC#: 801-127661
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/14/2023)
(4/14/2023)
Exams
Current Firm
ACORN CREEK CAPITAL LLC
CRD#: 325809 / SEC#: 801-127661
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,073 |
| AUM (Assets Under Management) | $ 488,690,719 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ACORN CREEK CAPITAL LLC
Senior Vice PresidentCRD#: 325809Fort Collins, CO 80521TRUST BUT VERIFY
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