Christine Curtsinger Devries
Investment adviser representative at Creative Planning
18 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
18 years in the industry.
- Creative Planning, LLCJun 2026 to now
- MillimanDec 2023 to May 2026
- Ausitn Independent School DistrictApr 2022 to Dec 2023
- UnemployedMar 2019 to Apr 2022
- Diversified Investment AdvisorsMar 2008 to Mar 2019
- Diversified Investors Securities Corp.Mar 2008 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2026
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
- 4621431
- Firm CRD
- 105348