Jacob Gerrit Harmsen
Investment adviser representative at Creative Planning
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Creative Planning, LLCOct 2022 to now
- Wipfli Financial Advisors, LLCDec 2018 to Sep 2022
- Rosendale Brandon School DistrictApr 2018 to Jul 2019
- Harmsen TaxJul 2014 to Dec 2018
- Raymond James Financial Services Advisors Inc.Jul 2014 to Nov 2018
- Raymond James Financial Services, Inc.Jul 2014 to Nov 2018
- Aegis FinancialJan 2012 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
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
- 5227590
- Firm CRD
- 105348