Heather Dawn Mazander
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
- AgiaDec 2022 to May 2026
- Valic Financial Advisors, Inc.Sep 2019 to May 2026
- Cetera Investment Advisers LLCFeb 2018 to Aug 2019
- Cetera Investment Services LLCFeb 2018 to Aug 2019
- Regions BankFeb 2018 to Aug 2019
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2018
- Morgan StanleyJun 2009 to Feb 2018
- Morgan Stanley & Co, IncorporatedMar 2008 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4993971
- Firm CRD
- 105348