Laura Ortega
Investment adviser representative at Creative Planning
9 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
9 years in the industry.
- Creative Planning, LLCSep 2024 to now
- Pensionmark Financial GroupFeb 2024 to Jun 2024
- Pensionmark Securities, LLCFeb 2024 to Jun 2024
- Wd PensionmarkFeb 2024 to Jun 2024
- Charles Schwab & Co., Inc.Mar 2019 to Feb 2024
- Charles Schwab Bank, SsbMar 2019 to Feb 2024
- First National Bank of OmahaDec 2016 to Mar 2019
- WellsfargoNov 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 7091347
- Firm CRD
- 105348