Christine Tillman
Investment adviser representative at Creative Planning
12 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
12 years in the industry.
- Creative Planning LLCFeb 2023 to now
- Cetera Advisors LLCMay 2017 to Feb 2023
- Cetera Advisors Networks LLCMay 2017 to Feb 2023
- Cetera Financial Specialists LLCMay 2017 to Feb 2023
- Cetera Investment Advisers LLCMay 2017 to Feb 2023
- Cetera Investment Services LLCMay 2017 to Feb 2023
- First Allied Securities, Inc.May 2017 to Sep 2022
- Summit Brokerage Services, Inc.May 2017 to Dec 2019
- Girard Securities, Inc.May 2017 to Nov 2017
- AXA Advisors, LLCDec 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6414033
- Firm CRD
- 105348