Marcos Medina
Investment adviser representative at Creative Planning
13 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
13 years in the industry.
- Creative Planning, LLCAug 2024 to now
- Tortuga Management Group LLCJun 2013 to now
- JP Morgan Securities, LLCMar 2021 to Aug 2024
- JPMorgan Chase Bank NAMar 2021 to Aug 2024
- Raymond James and Associates IncJul 2019 to Mar 2021
- JPMorgan Chase BankDec 2015 to Jun 2019
- JPMorgan Securities LLCDec 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 6594229
- Firm CRD
- 105348