Krystle M. Sinclair
Investment adviser representative at Creative Planning
12 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
12 years in the industry.
- Creative Planning, LLCOct 2025 to now
- J.P. Morgan Securities LLCAug 2025 to Sep 2025
- JPMorgan Chase Bank, N.A.Nov 2022 to Aug 2025
- J.P. Morgan Securities LLCNov 2022 to Dec 2024
- UnemployedOct 2022 to Oct 2022
- Charles Schwab & Co., Inc.Sep 2018 to Sep 2022
- Charles Schwab BankSep 2018 to Aug 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Aug 2018
- Strategic Advisers LLCMar 2015 to Jul 2018
- Fidelity Brokerage Services LLCFeb 2013 to Aug 2018
- Fidelity InvestmentsFeb 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 5443339
- Firm CRD
- 105348