Rashaad Kaiser
Investment adviser representative at Creative Planning
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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, LLCNov 2022 to now
- JP Morgan Chase Bank, N.AOct 2019 to Nov 2022
- JP Morgan Securities LLCOct 2016 to Nov 2022
- JPMorgan Chase BankOct 2016 to Oct 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6723315
- Firm CRD
- 105348