Garrett Brandon Niles
Investment adviser representative at Creative Planning
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Creative Planning, LLCOct 2024 to now
- Lido Advisors, LLCJul 2023 to Oct 2024
- Morgan Stanley Private Bank, N.AFeb 2023 to Jul 2023
- Morgan StanleyNov 2022 to Jul 2023
- E*trade Capital Management LLCApr 2016 to Dec 2022
- E*trade Securities LLCApr 2016 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6285118
- Firm CRD
- 105348