Dylan Ray Ross
Investment adviser representative at Creative Planning
15 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
15 years in the industry.
- Creative Planning, LLCJun 2021 to now
- LPL Financial LLCMay 2021 to Jun 2021
- Waddell & Reed, IncNov 2020 to Jun 2021
- Ameriprise Financial Services, IncJun 2017 to Nov 2020
- R&d LeverageMay 2017 to Jun 2017
- StudentAug 2006 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 6816631
- Firm CRD
- 105348