Benjamin D. Oliver

ACORN WEALTH ADVISORS

SWARTZ CREEK, MI

Some features on this profile are disabled

CRD#: 6381383

Professional summary

Benjamin Dean Oliver is a registered financial advisor currently at ACORN WEALTH ADVISORS, LLC located in Swartz Creek, Michigan.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Benjamin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ST. ANASTASIA FARMS;NOTINVESTMENT RELATED; 5381 RAUBINGER RD, SWARTZ CREEK, MI 48473; FARMING; FARMER/PARTNER; START DATE 01/2021; APPROX 20 HRS/MONTH;APPROX 0 HRS/MONTH DURING TRADING; ANIMAL HUSBANDRY, SALE OF FINISHED PRODUCT, ORGANIZATION OF HAY PRODUCTION AND FIELD MGMT. INSURANCE LICENSED LIFE AND HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Dean Oliver's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 30, 2025 - Present

ACORN WEALTH ADVISORS, LLC

RIA

CRD#: 170462

SWARTZ CREEK, MI

Past

April 30, 2021 - June 30, 2025

AE FINANCIAL SERVICES, LLC

CRD#: 298608

Flint, MI

Past

April 28, 2021 - June 30, 2025

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

RIA

CRD#: 312989

FLINT, MI

Past

May 24, 2017 - April 29, 2021

SPC

RIA

CRD#: 110692

Flint, MI

Past

May 4, 2015 - April 29, 2021

SIGMA FINANCIAL CORPORATION

CRD#: 14303

LIVONIA, MI

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".

ACORN WEALTH ADVISORS, LLC

CRD#: 170462 / SEC#: 801-79211

RIA

Registered Investment Advisory firm - (2/27/2014 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

Michigan
(6/30/2025)

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: 6/30/2015

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: 5/4/2015

General Securities Representative Examination

Current Firm

ACORN WEALTH ADVISORS, LLC

CRD#: 170462 / SEC#: 801-79211

RIA

Registered Investment Advisory firm - (2/27/2014 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

8305 S. Saginaw Street Suite 2, Grand Blanc, MI 48439

Mailing Address

Phone number

(810) 953-4444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACORN WEALTH ADVISORS PART 2A_SEC (11/13/2025)

Regulatory assets under management

Total Number of Accounts	1,223
AUM (Assets Under Management)	$ 429,923,737

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin D. Oliver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Dean Oliver's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE FINANCIAL SERVICES, LLC

OLIVER LAGORE VANVALIN INVESTMENT GROUP, INC.

SPC

SIGMA FINANCIAL CORPORATION

Primary Firm SEC Registration

ACORN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/30/2015

SIE

Date: 10/1/2018

Series 7

Date: 5/4/2015

Current Firm

ACORN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACORN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors