Harrison Max schrier Wirth
Investment adviser representative at Creative Planning
11 yearsExperience
2 statesRegistered 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, LLCDec 2023 to now
- Columbia UniversityAug 2022 to now
- WassermanSep 2023 to Dec 2023
- Sportstars, Inc.May 2023 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Jun 2022
- Maxim Group LLCJun 2018 to Aug 2018
- Quontic BankJun 2017 to Aug 2017
- Franklin & Marshall CollegeSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 6659107
- Firm CRD
- 105348