Chaunston Carlemer Weisensel
Investment adviser representative at Creative Planning
14 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
14 years in the industry.
- Creative Planning, LLCDec 2024 to now
- Mutual Securities, IncAug 2021 to Dec 2024
- Kowal Investment Group, LLCJul 2021 to Dec 2024
- Prudential Insurance Company of AmericaOct 2018 to Jun 2021
- Pruco Securities, LLCJun 2018 to Jun 2021
- Jensen's SentryMay 2018 to Sep 2018
- Juneau Piggly WigglyJul 2012 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6985386
- Firm CRD
- 105348