Zachary Craig Smith
Investment adviser representative at Creative Planning
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Zachary Craig Smith? 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
11 years in the industry.
- Creative Planning, LLCApr 2026 to now
- Cetera Wealth Services, LLCNov 2018 to Apr 2026
- Sageview Advisory Group, LLCOct 2018 to Apr 2026
- Study TechDec 2017 to Apr 2026
- JP Morgan Chase BankOct 2015 to Sep 2018
- JP Morgan Securities LLCOct 2015 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6126796
- Firm CRD
- 105348