Benjamin Sherlock has been an investment adviser representative at Credentialed Wealth Advisors since March 2025, and is not listed among the firm’s executive officers or direct owners. Benjamin Sherlock holds a Bachelor of Science in Kinesiology from Mesa State College.
Credentialed Wealth Advisors, LLC is a Johnstown, CO firm with $140M under management, 302 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Benjamin Sherlock is Financial Advisor of Credentialed Wealth Advisors, based in Johnstown, CO. He joined the firm in 2025, after fifteen years of serving clients and holding leadership positions at a brokerage firm. His background spans finance, business development, and coaching.
Benjamin Sherlock’s longest registration was 14 years at Edward Jones (2010–2025). Before joining Credentialed Wealth Advisors in 2025, Benjamin Sherlock was registered through Edward Jones.
- – present · 1 yearJohnstown, CO · Adviser representative · Firm CRD 312517
- Edward Jones– · 14 yearsSedalia, MO · Adviser representative · Firm CRD 250
Professional designations
Listed by Credentialed Wealth Advisors
- Professional Certified Coach (PCC)
Investment adviser representative registrations
Benjamin Sherlock is registered as an investment adviser representative in Colorado, since March 2025.
- ColoradoSince 3 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 November 2010 |
| Series 7 | General Securities Representative Examination | 29 October 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Benjamin Patrick Sherlock
- CRD
- 5847266
- Firm
- Credentialed Wealth Advisors · CRD 312517
- Office
- 3 SOUTH PARISH AVENUE, Johnstown, CO 80534
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- credentialedwealth.com
Where does Benjamin Sherlock work?
Benjamin Sherlock is an investment adviser representative registered through Credentialed Wealth Advisors, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Benjamin Sherlock a financial advisor?
Yes. Benjamin Sherlock has a current investment-adviser registration in Colorado, through Credentialed Wealth Advisors since March 2025.
How many years of experience does Benjamin Sherlock have?
Benjamin Sherlock has 15 years in the financial industry, since October 2010, across 2 adviser firms.
What exams has Benjamin Sherlock passed?
Benjamin Sherlock has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2010. FINRA credited Benjamin Sherlock with the SIE, which began in October 2018.
Where is Benjamin Sherlock based?
Benjamin Sherlock’s registered office is in Johnstown, CO.
Is Benjamin Sherlock registered with FINRA?
No. Benjamin Sherlock has no current broker registration.
How can I verify Benjamin Sherlock’s record?
Search CRD 5847266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Sherlock’s full registration record.
