Michael Patrick Green
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCJun 2023 to now
- 3.21 Financial Planning LLCOct 2021 to May 2023
- Creative Planning, Inc.Apr 2017 to Dec 2021
- Homrichberg Wealth ManagementJan 2017 to Apr 2017
- Truepoint Wealth CounselMay 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 6330455
- Firm CRD
- 105348