Joseph Robert Chmiel
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.
- Creative Planning, LLCJun 2022 to now
- Transamerica Investors Securities CorporationJul 2019 to May 2022
- Transamerica Capital, Inc.Jan 2017 to Jul 2019
- Diversified Investment Advisors, Inc.Jan 2002 to Jan 2017
- Diversified Investors Securities Corp.Jan 2002 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 3111617
- Firm CRD
- 105348