Nathan Watson
Investment adviser representative at Creative Planning
8 yearsExperience
1 stateRegistered 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
8 years in the industry.
- Creative Planning, LLCDec 2021 to now
- Lockton Companies LLCApr 2021 to Dec 2021
- Lockton Investment Advisors, LLCApr 2021 to Dec 2021
- Lockton Investment Securities, LLCApr 2021 to Dec 2021
- The Leaders Group, Inc.Jan 2020 to Apr 2021
- Brokerage Unlimited IncJul 2018 to Apr 2021
- AXA Advisors, LLCAug 2017 to Jul 2018
- Sam's ClubAug 2015 to May 2017
- Southern Illinois UniversityAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6487843
- Firm CRD
- 105348