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Jan Vicco alexander Von buelow

Investment adviser representative at Creative Planning
10 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

10 years in the industry.

  1. Creative PlanningSep 2016 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
5875613
Firm CRD
105348
Advisor's SEC record (opens in a new tab)
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