David Alan Willett
Investment adviser representative at Creative Planning
13 yearsExperience
2 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 PlanningDec 2018 to now
- Northwestern Mutual Wealth Management CompanyNov 2016 to Dec 2018
- Northwestern Mutual Investment Services LLCJun 2015 to Dec 2018
- Missouri State UniversityMay 2014 to May 2018
- Northwestern Mutual Life Insurance CompanyMay 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
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
- 6184005
- Firm CRD
- 105348