Cord Anthony Adams
Investment adviser representative at Creative Planning
16 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
16 years in the industry.
- Creative Planning, LLCDec 2025 to now
- Sageview Advisory Group, LLCApr 2022 to Dec 2025
- Capital One InvestingJun 2021 to Apr 2022
- United Income, Inc.Nov 2019 to Jun 2021
- Shamrock Asset Management LLCOct 2010 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 2898996
- Firm CRD
- 105348