Evaggelia Themis Hatzimanolis
Investment adviser representative at Creative Planning
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
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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
11 years in the industry.
- Creative Planning, LLCMar 2025 to now
- Lido Advisors, LLCSep 2023 to Oct 2025
- Goldman Sachs & Co LLCJan 2021 to Sep 2023
- United Capital Financial Advisers, LLCJan 2021 to Sep 2023
- TIAANov 2015 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCNov 2015 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3166099
- Firm CRD
- 105348