Brendan Patrick Wise
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, LLCOct 2022 to now
- Wipfli Financial Advisors, LLCJun 2021 to Sep 2022
- UnemployedMar 2021 to Jun 2021
- Cliftonlarsonallen Wealth Advisors, LLCJul 2018 to Feb 2021
- UnemployedMar 2018 to Jul 2018
- UBS Financial Services Inc.May 2017 to Mar 2018
- RBC Wealth ManagementAug 2015 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 6589016
- Firm CRD
- 105348