Hector Kenneth Cervantes
Investment adviser representative at Creative Planning
11 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
Are you Hector Kenneth Cervantes? 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, LLCAug 2025 to now
- Grassi Investment Management, LLCNov 2024 to Aug 2025
- Hkc PartnersJan 2024 to Oct 2024
- Enliven AdvisoryJul 2022 to Jan 2024
- Finalis Securities LLCJul 2022 to Jan 2024
- Bank of America, N.A.Jul 2020 to Jun 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2020 to Jun 2022
- UnemployedDec 2019 to Apr 2020
- Alta Wealth GroupAug 2019 to Nov 2019
- UnemployedMay 2019 to Jul 2019
- Silver Creek RadiologyJun 2017 to Aug 2017
- Saint Marys College of CaliforniaAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7251367
- Firm CRD
- 105348