BC
CFP
BC
CFP

Benita Creacy

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

5251 Dtc Parkway, Ste 1045, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benita is involved in several investment-related activities, including DC & Associates, Creacy Financial Group, Western Wealth Management LLC, and Advanced Divorce Solutions LLC. She also earns trails from non-variable insurance and dedicates minimal time to notary services.

Employment History
Current Registrations
LPL Financial LLC
May 2020 - Present · 5 yrs 9 mos
Western Wealth Management LLC
June 2016 - Present · 9 yrs 8 mos
LPL Financial LLCBroker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Western Wealth Management LLC
April 2016 - June 2016 · 2 mos
Cetera Advisor Networks LLCBroker
February 2011 - April 2016 · 5 yrs 2 mos
Cetera Advisor Networks LLC
February 2011 - April 2016 · 5 yrs 2 mos
Qa3 Financial CORP.Broker
November 2005 - February 2011 · 5 yrs 3 mos
Qa3 Financial LLC
November 2005 - February 2011 · 5 yrs 3 mos
Intervest International Equities CorporationBroker
January 2004 - November 2005 · 1 yr 10 mos
Intervest International, INC.
January 2004 - November 2005 · 1 yr 10 mos
Rattiner Asset Management, INC.
January 2004 - September 2004 · 8 mos
Sunamerica Securities, INC.Broker
March 2002 - January 2004 · 1 yr 10 mos
State Registrations18 states
AZCACOFLGAIDKSMIMNMOMTNYOKORTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.