Derrick Williams
Investment adviser representative at Creative Planning
10 yearsExperience
3 statesRegistered 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, LLCJan 2022 to now
- U.S. Bancorp Investments, Inc.May 2021 to Jan 2022
- U.S. BankFeb 2021 to Jan 2022
- Morgan Stanley Private Bank, N.AJul 2019 to Feb 2021
- Morgan StanleyOct 2018 to Feb 2021
- Jayhawk CafeAug 2018 to Oct 2018
- Minnesota LifeJun 2017 to Jun 2018
- Renaissance Financial CorporationJun 2017 to Jun 2018
- Securian Financial Services Inc.Jun 2017 to Jun 2018
- Jayhawk CafeAug 2016 to Aug 2017
- Multicultural Business ProgramsAug 2016 to May 2017
- Ku EndowmentAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (KS, 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
- 6813317
- Firm CRD
- 105348