Joseph James Masciopinto
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.
- Brgankdv Wealth Management, LLCJul 2023 to now
- Creative Planning, LLCDec 2021 to now
- Lockton Companies LLCJul 2021 to Dec 2021
- Lockton Investment Advisors, LLCJul 2021 to Dec 2021
- Lockton Investment Securities, LLCJul 2021 to Dec 2021
- Gallagher Benefit ServicesAug 2017 to Jul 2021
- Kestra Financial, Inc.Aug 2017 to Jul 2021
- Global Retirement Partners, LLCJun 2017 to Aug 2017
- Independent Financial PartnersJan 2014 to Aug 2017
- LPL Financial LLCSep 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 6237109
- Firm CRD
- 105348