Tracie Renee Glaros
Investment adviser representative at Creative Planning
10 yearsExperience
2 statesRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Tracie Renee Glaros? Claim your profile
Contact this firm
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.
- Creative Planning, LLCFeb 2025 to now
- Maxwell Wealth Strategies Inc.Jan 2020 to Feb 2025
- Raymond James Financial Services, Inc.Jan 2020 to Dec 2021
- Edward JonesOct 2017 to Jan 2020
- The Pacific Center for Financial Servs/cetera Advisor NetworkSep 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5997000
- Firm CRD
- 105348