David John O'hea
Investment adviser representative at Creative Planning
11 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you David John O'hea? Claim your profile
Contact this firm
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
11 years in the industry.
- Creative Planning, LLCMar 2026 to now
- UnemployedJun 2025 to Mar 2026
- Kestra Advisory ServicesNov 2023 to Jun 2025
- Kestra Investment ServicesNov 2023 to Jun 2025
- Morgan StanleyJan 2020 to Nov 2023
- Meaden & Moore LLP.Sep 2019 to Dec 2019
- Morgan StanleyJun 2019 to Sep 2019
- Meaden & Moore LLP.Jan 2019 to Jun 2019
- Loyola University ChicagoAug 2018 to Dec 2018
- Dubuque Screw Products IncMar 2015 to Aug 2018
- Thunder Hills Country ClubMar 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7120941
- Firm CRD
- 105348