Kimberly M. Benson

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

San Diego, CA 92122

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CRD#: 6906180

Professional summary

Kimberly Marie Benson, CFP® is a registered financial advisor currently at CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC located in San Diego, California.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kimberly has worked at 1 firm .

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Employee and Employer Plan Ben...

What is your minimum asset requirement?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Marie Benson'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 26, 2018 - Present

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

Office #1: 6265 Greenwich Drive Suite 201, San Diego, CA 92122

RIA

CRD#: 286567

San Diego, CA

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".

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CRD#: 286567 / SEC#: 801-110056

RIA

Registered Investment Advisory firm - (2/27/2017 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

California
(1/26/2018)

IAR

Texas
(10/25/2018)

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

Current Firm

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

CRD#: 286567 / SEC#: 801-110056

RIA

Registered Investment Advisory firm - (2/27/2017 Approved)

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Contact information

Main Address

6265 Greenwich Drive Suite 201, San Diego, CA 92122

Mailing Address

Phone number

(619) 298-3993

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & PART 2B (4/2/2025)

Regulatory assets under management

Total Number of Accounts	1,126
AUM (Assets Under Management)	$ 668,245,530

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/01/2024	Cover Page	Report
03/12/2024	Cover Page	Report
01/10/2023	Cover Page	Report

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

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Kimberly M. Benson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Marie Benson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

Primary Firm SEC Registration

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Current Firm

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

TRUST BUT VERIFY

Contact information

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