Aaron Wayne Bouronich
Investment adviser representative at Creative Planning
13 yearsExperience
3 statesRegistered 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
13 years in the industry.
- Creative Planning, LLCApr 2025 to now
- Nuveen Asset Management, LLCNov 2020 to Apr 2025
- Nuveen Securities, LLCNov 2020 to Apr 2025
- Global Alternative Investment Services Inc.Nov 2019 to Oct 2020
- Wells FargoJun 2013 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (GA, NC, SC).
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
- 5901478
- Firm CRD
- 105348