Skip to content

Joseph Michael Still

Investment adviser representative at Creative Planning
11 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business

Are you Joseph Michael Still? Claim your profile

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

11 years in the industry.

  1. Creative Planning, LLCDec 2024 to now
  2. Kowal Investment Group, LLCSep 2020 to Dec 2024
  3. Mutual Securities, Inc.Sep 2020 to Dec 2024
  4. Raymond James Financial Services Advisors Inc.Mar 2018 to Sep 2020
  5. Raymond James Financial Services, IncMar 2018 to Sep 2020
  6. Morgan Stanley Smith Barney LLCJun 2015 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (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
5909348
Firm CRD
105348
Advisor's SEC record (opens in a new tab)
CallContact this firm