Unclaimed Profile

Ben Loeffler

ACORN CREEK CAPITAL LLC·FORT COLLINS, Colorado

SIE, Series 7, Series 66Clean record19 years registeredACORN CREEK CAPITAL LLC

215 WEST OAK STREET, FORT COLLINS, CO 80521CRD# 5185200Firm CRD# 325809

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ben Loeffler · FORT COLLINS, CO

Registration

CRD #5185200 · ACORN CREEK CAPITAL LLC · 19 years registered

Brand Profile

Not yet started

Career History

ACORN CREEK CAPITAL LLC

Apr 2023 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nov 2006 – Apr 2023

FORT COLLINS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 22, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACORN CREEK CAPITAL LLC

CRD 325809 · SEC 801-127661

AUM

$421M

Regulatory assets under management

Employees

1,286 client accounts

Services offered by ACORN CREEK CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACORN CREEK CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Ben Loeffler offer?

Ben Loeffler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT COLLINS, Colorado for a consultation.

What are Ben Loeffler's credentials?

Ben Loeffler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ben Loeffler located?

Ben Loeffler is based in FORT COLLINS, Colorado, working with ACORN CREEK CAPITAL LLC. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.

How does Ben Loeffler charge for services?

Ben Loeffler's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACORN CREEK CAPITAL LLC?

ACORN CREEK CAPITAL LLC has approximately 5 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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