Carlton Johnson Weber
Investment adviser representative at Creative Planning
10 yearsExperience
2 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, LLCMar 2022 to now
- Keystone Wealth PartnersFeb 2019 to Mar 2022
- USAASep 2018 to Feb 2019
- Anthem Community CenterApr 2018 to Sep 2018
- The Vanguard Group, Inc.Jan 2018 to Apr 2018
- Boulder Creek High SchoolJul 2017 to Jan 2018
- Vacation Village Resorts/wxbp Marketing Inc.Feb 2017 to Oct 2017
- Anthem Community CenterApr 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6895626
- Firm CRD
- 105348