David Thomas Rivkin
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, LLCNov 2023 to now
- United Capital Financial AdvisorsAug 2021 to Jul 2024
- Goldman SachsJul 2021 to Nov 2023
- Morgan StanleyNov 2016 to Jun 2021
- Morgan Stanley Private Bank, N.ANov 2016 to Oct 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6587693
- Firm CRD
- 105348