Cale Edward Hill
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, LLCDec 2021 to now
- Lockton Companies LLCNov 2020 to Dec 2021
- Lockton Investement AdvisorsNov 2020 to Dec 2021
- Lockton Investment SecuritiesNov 2020 to Dec 2021
- UnemployedFeb 2020 to Oct 2020
- C2foNov 2019 to Feb 2020
- Communityamerica Financial Solutions LLCSep 2019 to Oct 2019
- Charles Schwab & Co, IncJun 2014 to Aug 2019
- Charles Schwab BankJun 2014 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5792936
- Firm CRD
- 105348