Ben Loeffler has been Founder, Managing Director, & President of Acorn Creek Capital since April 2023, is a control person of the firm and directly owns 75% or more of it.
Acorn Creek Capital LLC is a Fort Collins, CO firm with $489M under management, 322 clients and 4 advisers in one office, as of its July 2026 filing.
Ben Loeffler’s longest registration was 16 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2006–2023). Before joining Acorn Creek Capital in 2023, Ben Loeffler was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Acorn Creek Capital LLCCurrent– present · 3 yearsFort Collins, CO · Adviser representative · Firm CRD 325809
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 16 yearsFort Collins, CO · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Ben Loeffler is registered as an investment adviser representative in 2 states. Each was approved in April 2023.
- ColoradoSince 14 April 2023
- TexasSince 14 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 November 2006 |
| Series 7 | General Securities Representative Examination | 19 October 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5185200
- Firm
- Acorn Creek Capital · CRD 325809
- Role
- Founder, Managing Director, & President
- Office
- 215 WEST OAK STREET, 10TH FLOOR, STE 1000, Fort Collins, CO 80521
- Registration
- Investment adviser registration
- In the industry since
- October 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Ben Loeffler work?
Ben Loeffler has been Founder, Managing Director, & President of Acorn Creek Capital LLC since April 2023, and is a control person of the firm.
Is Ben Loeffler a financial advisor?
Yes. Ben Loeffler has a current investment-adviser registration in Colorado and Texas, through Acorn Creek Capital since April 2023.
How many years of experience does Ben Loeffler have?
Ben Loeffler has 20 years in the financial industry, since October 2006, across 2 adviser firms.
What exams has Ben Loeffler passed?
Ben Loeffler has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2006. FINRA credited Ben Loeffler with the SIE, which began in October 2018.
Where is Ben Loeffler based?
Ben Loeffler’s registered office is in Fort Collins, CO.
Is Ben Loeffler registered with FINRA?
No. Ben Loeffler has no current broker registration.
How can I verify Ben Loeffler’s record?
Search CRD 5185200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ben Loeffler’s full registration record.