Grant David Cetola
Investment adviser representative at Creative Planning
10 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
10 years in the industry.
- Creative Planning, LLCApr 2026 to now
- Mutual Securities, Inc.Nov 2025 to Apr 2026
- IntellicentsMar 2025 to Apr 2026
- Creative Planning, LLCFeb 2022 to Mar 2025
- Orion Advisor TechnologyApr 2020 to Feb 2022
- Ch RobinsonAug 2019 to Mar 2020
- AXA Advisors, LLCMay 2019 to Aug 2019
- Kansas State UniversityOct 2018 to May 2019
- Community First National BankMay 2018 to Oct 2018
- Kansas State UniversityAug 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2026
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
- 7113906
- Firm CRD
- 105348