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Bismarck O. Darko

Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$295.6BFirm assets

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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

12 years in the industry.

  1. Creative Planning, LLCJan 2026 to now
  2. Cetera Investment Advisers LLCMay 2024 to Jan 2026
  3. Cetera Advisors LLCMar 2024 to Jan 2026
  4. Cetera Wealth Services, LLCNov 2023 to Jan 2026
  5. Goldman SachsNov 2021 to Sep 2023
  6. J.P. Morgan Securities LLCFeb 2020 to Sep 2021
  7. JPMorgan Chase Bank, N.A.Feb 2020 to Sep 2021
  8. Slg Millennium Group LLCMar 2019 to Jan 2020
  9. USAA Financial Advisors IncMar 2019 to Jan 2020
  10. TIAAJun 2014 to Feb 2019
  11. TIAA-CREF Individual & Institutional Services, LLCJun 2014 to Jan 2019

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (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
6239222
Firm CRD
105348
Advisor's SEC record (opens in a new tab)
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