Investment Manager @ Creative Planning Inc. (January 2018 - November 2025)
Investment Consultant @ Empower Retirement (April 2017 - April 2018)
Investment Consultant @ (August 2014 - April 2017)
Broker and High Net Worth Registered Representative @ (October 2011 - August 2014)
Registered Representative @ (June 2010 - October 2011)
Ben Mulligan Education
The University of Kansas
Bachelor's degree (Communication, Journalism, and Related Programs)
2005-2009
Ben Mulligan Skills
Allocations
Asset Allocation
Asset Management
Attention to Detail
Brokerage
Customer Service
English
Finance
Financial Analysis
Financial Planning
Financial Services
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
Order Management
Orion
Outlook
PowerPoint
Public Speaking
Research
Retirement Planning
Sales
Securities Regulation
Series 63
Strategic Planning
Teamwork
Trade Execution
Trading Strategies
Wealth Management Services
Windows
Project Management
Nursing
Healthcare
First Time Home Buyers
Sellers
Investments
Ben Mulligan Summary
Ben Mulligan, based in Denver, CO, US, is currently a Senior Investment Manager at Creative Planning. Ben Mulligan brings experience from previous roles at Creative Planning Inc., Empower Retirement and American Century Investments. Ben Mulligan holds a 2005 - 2009 Bachelor's degree in Communication, Journalism, and Related Programs @ The University of Kansas. With a robust skill set that includes Allocations, Asset Allocation, Asset Management, Attention to Detail, Brokerage and more. Ben Mulligan has 2 emails and 4 mobile phone numbers on RocketReach.
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