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Tammy Margaret Hudacek

Investment adviser representative at Creative Planning
24 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

24 years in the industry.

  1. Creative Planning, LLCDec 2024 to now
  2. Empower Advisory Group, LLCDec 2023 to Dec 2024
  3. Gwfs Equities, Inc.Apr 2022 to Dec 2024
  4. Prudential Investment Managenent Services, LLCJul 2002 to Apr 2022
  5. The Prudential Insurance Company of AmericaJul 2002 to Apr 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (PA).

Creative Planning

Legal name: Creative Planning, LLC

$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2306991
Firm CRD
105348
Advisor's SEC record (opens in a new tab)
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