William Gregory Whittaker jr.
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCMay 2026 to now
- UnemployedSep 2025 to Apr 2026
- Aprio Advisory GroupAug 2019 to Sep 2025
- Aprio Risk Management, LLCAug 2019 to Sep 2025
- Aprio Wealth Management, LLCAug 2019 to Sep 2025
- John Hancock Distributors LLCAug 2015 to Aug 2019
- John HancockJun 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6548327
- Firm CRD
- 105348