Myles Illion
Investment adviser representative at Creative Planning
10 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
10 years in the industry.
- Creative Planning, LLCMar 2026 to now
- Iconiq CapitalSep 2023 to Mar 2026
- Svb Investment Services IncJun 2022 to Sep 2023
- Svb Wealth LLCJun 2022 to Sep 2023
- Silicon Valley BankMay 2021 to Mar 2023
- Svb Wealth ManagementMay 2021 to Jun 2022
- JP Morgan Chase Bank, N.A.Feb 2020 to May 2021
- JP Morgan Securities, LLCFeb 2020 to May 2021
- Wag Labs, IncMay 2019 to Dec 2019
- Bank of America, N.A.Mar 2016 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6622419
- Firm CRD
- 105348