Kimberly Benson has been an investment adviser representative at Creative Capital Management Investments since January 2018, and is not listed among the firm’s executive officers or direct owners. Kimberly Benson holds a Bachelor of Science in Business Administration (concentration in accounting) from Bryant University.
Creative Capital Management Investments LLC is a San Diego, CA firm with $780M under management, 298 clients and 7 advisers in one office, as of its March 2026 filing.
Kim Benson is Principal and owner of Creative Capital Management Investments (CCMI). She focuses much of her work on a growing group of clients currently employed or retired from RTX and helps guide them through financial decisions. Before CCMI, she had a career in corporate financial planning and analysis at what is now Raytheon Technologies (RTX).
- – present · 8 yearsSan Diego, CA · Adviser representative · Firm CRD 286567
Professional designations
Listed by Creative Capital Management Investments
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Financial Transitionist® (CeFT®)
Investment adviser representative registrations
Kimberly Benson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2018; the most recent is Texas, in October 2018.
- CaliforniaSince 26 January 2018
- TexasResidentSince 25 October 2018
Examinations
No examinations are on Kimberly Benson’s record.
- Full name
- Kimberly Marie Benson
- CRD
- 6906180
- Firm
- Creative Capital Management Investments · CRD 286567
- Office
- 6265 GREENWICH DRIVE, SUITE 201, San Diego, CA 92122
- Registration
- Investment adviser registration
- In the industry since
- January 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myccmi.com
Where does Kimberly Benson work?
Kimberly Benson is an investment adviser representative registered through Creative Capital Management Investments LLC since January 2018, and is not listed among the firm’s executive officers or direct owners.
Is Kimberly Benson a financial advisor?
Yes. Kimberly Benson has a current investment-adviser registration in California and Texas, through Creative Capital Management Investments since January 2018.
How many years of experience does Kimberly Benson have?
Kimberly Benson has 8 years in the financial industry, since January 2018, across 1 adviser firm.
Where is Kimberly Benson based?
Kimberly Benson’s registered office is in San Diego, CA.
Is Kimberly Benson registered with FINRA?
No. Kimberly Benson has no current broker registration.
Is Kimberly Benson a CFP?
Creative Capital Management Investments lists Kimberly Benson with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
Source: Kim Benson biography, myccmi.com
How can I verify Kimberly Benson’s record?
Search CRD 6906180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Benson’s full registration record.
